BCMIO
Beacon Capital Management Inc (Ohio) Portfolio holdings
AUM $1.94B
1-Year Return
13.8%
This Quarter Return
+5.45%
1 Year Return
+13.8%
3 Year Return
+24.08%
5 Year Return
+73.58%
10 Year Return
+188.11%
AUM
$1.94B
AUM Growth
-$68.8M
(-3.4%)
Cap. Flow
-$111M
Cap. Flow
% of AUM
-5.73%
Top 10 Holdings %
Top 10 Hldgs %
65.74%
Holding
125
New
90
Increased
18
Reduced
8
Closed
–
Top Buys
| 1 |
Vanguard Financials ETF
VFH
|
+$85.7M |
| 2 |
Vanguard Communication Services ETF
VOX
|
+$85.6M |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$84.7M |
| 4 |
Vanguard Energy ETF
VDE
|
+$84.7M |
| 5 |
Vanguard Industrials ETF
VIS
|
+$84.6M |
Top Sells
Sector Composition
| 1 | Technology | 0.02% |
| 2 | Industrials | 0.02% |
| 3 | Real Estate | 0.01% |
| 4 | Financials | 0% |
| 5 | Utilities | 0% |
