BCMIO
Beacon Capital Management Inc (Ohio) Portfolio holdings
AUM
$1.94B
1-Year Return
13.8%
This Quarter Return
+6.33%
1 Year Return
+13.8%
3 Year Return
+24.08%
5 Year Return
+73.58%
10 Year Return
+188.11%
AUM
$2.39B
AUM Growth
-$92.4M
(-3.7%)
Cap. Flow
-$121M
Cap. Flow
% of AUM
-5.06%
Top 10 Holdings %
Top 10 Hldgs %
72.18%
Holding
69
New
–
Increased
14
Reduced
8
Closed
41
Top Buys
| 1 |
Vanguard Utilities ETF
VPU
|
+$160M |
| 2 |
Vanguard Health Care ETF
VHT
|
+$156M |
| 3 |
Vanguard Consumer Staples ETF
VDC
|
+$155M |
| 4 |
Vanguard Energy ETF
VDE
|
+$121M |
| 5 |
Vanguard Materials ETF
VAW
|
+$119M |
Top Sells
Sector Composition
| 1 | Technology | 0.02% |
| 2 | Industrials | 0.01% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
