BCMIO

Beacon Capital Management Inc (Ohio) Portfolio holdings

AUM $2.09B
1-Year Est. Return 11.59%
This Quarter Est. Return
1 Year Est. Return
+11.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.14B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$46.6M
2 +$11.1M
3 +$8.23M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$6.12M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$5.5M

Top Sells

1 +$36M
2 +$18.9M
3 +$103K
4
AAPL icon
Apple
AAPL
+$64.9K
5
CVS icon
CVS Health
CVS
+$21K

Sector Composition

1 Consumer Staples 0.05%
2 Technology 0.01%
3 Consumer Discretionary 0.01%
4 Healthcare 0%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$0 ﹤0.01%
5
77
-68