BCMIO
Beacon Capital Management Inc (Ohio) Portfolio holdings
AUM
$1.94B
1-Year Return
13.8%
This Quarter Return
+5.06%
1 Year Return
+13.8%
3 Year Return
+24.08%
5 Year Return
+73.58%
10 Year Return
+188.11%
AUM
$335M
AUM Growth
–
Cap. Flow
+$335M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.24%
Holding
217
New
215
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Industrials ETF
VIS
|
+$24.1M |
| 2 |
Vanguard Consumer Discretionary ETF
VCR
|
+$23.8M |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$23.6M |
| 4 |
Vanguard Health Care ETF
VHT
|
+$23.3M |
| 5 |
Vanguard Materials ETF
VAW
|
+$23M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.29% |
| 2 | Consumer Staples | 0.49% |
| 3 | Healthcare | 0.46% |
| 4 | Financials | 0.34% |
| 5 | Energy | 0.27% |
