BCMIO

Beacon Capital Management Inc (Ohio) Portfolio holdings

AUM $1.78B
1-Year Est. Return 14.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.39B
AUM Growth
-$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$153M
3
+$150M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$111M
5
VAW icon
Vanguard Materials ETF
VAW
+$111M

Top Sells

1
+$1.44B
2
+$33.4M
3
+$32.4M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$32M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$29.9M

Sector Composition

1 Technology 0.02%
2 Industrials 0.01%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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