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
$2.47B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$118M
2 +$14.3M
3 +$7.87M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$6.84M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.25M

Sector Composition

1 Consumer Staples 0.05%
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
in Stake
Capital Flow
76
-93
77
-21
78
-65
79
$0 ﹤0.01%
9