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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
$2.18B
AUM Growth
-$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$3.08M
3
+$882K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.8K
5
ACB
Aurora Cannabis
ACB
+$17K

Top Sells

1
+$9.68M
2
+$9.44M
3
+$7.34M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$5.88M
5
VPU
Vanguard Utilities ETF
VPU
+$5.84M

Sector Composition

1 Consumer Staples 0.06%
2 Technology 0.01%
3 Financials 0.01%
4 Consumer Discretionary 0.01%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
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