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
$2.3B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$50.3M
2 +$50.1M
3 +$40.5M
4
VPU icon
Vanguard Utilities ETF
VPU
+$39.6M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$2.27M

Sector Composition

1 Consumer Staples 0.06%
2 Industrials 0.03%
3 Technology 0.03%
4 Consumer Discretionary 0.01%
5 Financials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8