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
$2.44B
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$38.5M
3
+$5.51M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$4.1M
5
VDE icon
Vanguard Energy ETF
VDE
+$2.21M

Top Sells

1
+$90.1M
2
+$4.37M
3
+$2.67M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$2.5M
5
VHT icon
Vanguard Health Care ETF
VHT
+$1.94M

Sector Composition

1 Consumer Staples 0.04%
2 Technology 0.01%
3 Consumer Discretionary 0.01%
4 Financials 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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