BCMIO

Beacon Capital Management Inc (Ohio) Portfolio holdings

AUM $1.78B
1-Year Est. Return 14.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.31B
AUM Growth
+$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$227M
2
+$14.9M
3
+$6.07M
4
VHT icon
Vanguard Health Care ETF
VHT
+$6.01M
5
VAW icon
Vanguard Materials ETF
VAW
+$5.48M

Top Sells

1
+$44.3M
2
+$43.9M
3
+$43.8M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$31.1M
5
VPU icon
Vanguard Utilities ETF
VPU
+$28.2M

Sector Composition

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