BCMIO
Beacon Capital Management Inc (Ohio) Portfolio holdings
AUM $1.94B
1-Year Return
13.8%
This Quarter Return
+1.58%
1 Year Return
+13.8%
3 Year Return
+24.08%
5 Year Return
+73.58%
10 Year Return
+188.11%
AUM
$1.06B
AUM Growth
+$243M
(+30%)
Cap. Flow
+$231M
Cap. Flow
% of AUM
21.74%
Top 10 Holdings %
Top 10 Hldgs %
76.58%
Holding
258
New
35
Increased
47
Reduced
24
Closed
5
Top Buys
| 1 |
Vanguard Energy ETF
VDE
|
+$19.9M |
| 2 |
Vanguard Communication Services ETF
VOX
|
+$18.6M |
| 3 |
Vanguard Materials ETF
VAW
|
+$18.5M |
| 4 |
Vanguard Industrials ETF
VIS
|
+$18.4M |
| 5 |
Vanguard Financials ETF
VFH
|
+$18.4M |
Top Sells
Sector Composition
| 1 | Technology | 0.35% |
| 2 | Healthcare | 0.13% |
| 3 | Consumer Staples | 0.13% |
| 4 | Financials | 0.08% |
| 5 | Energy | 0.05% |
