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
$1.96B
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$111M
3
+$42.8M
4
VHT icon
Vanguard Health Care ETF
VHT
+$40.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$39.2M

Top Sells

1
+$439M
2
+$57.6M
3
+$10.9M
4
VIS icon
Vanguard Industrials ETF
VIS
+$2.28M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.02M

Sector Composition

1 Consumer Staples 0.07%
2 Industrials 0.03%
3 Technology 0.02%
4 Consumer Discretionary 0.01%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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