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
$3.13B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$485M
2 +$66.5M
3 +$32.2M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$24.2M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$17.3M

Top Sells

1 +$105M
2 +$79.1M
3 +$63.7M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$42.9M
5
VFH icon
Vanguard Financials ETF
VFH
+$42.7M

Sector Composition

1 Consumer Staples 0.05%
2 Technology 0.02%
3 Industrials 0.02%
4 Consumer Discretionary 0%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$0 ﹤0.01%
24
77
$0 ﹤0.01%
9