BCMLT

Beacon Capital Management LLC (Tennessee) Portfolio holdings

AUM $704M
1-Year Est. Return 16.37%
This Quarter Est. Return
1 Year Est. Return
+16.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$488M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$11M
3
+$9.06M
4
VUG icon
Vanguard Growth ETF
VUG
+$6.52M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.14M

Top Sells

1
+$1.16M
2
+$448K
3
+$443K
4
AMZN icon
Amazon
AMZN
+$436K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$326K

Sector Composition

1 Technology 4.56%
2 Consumer Discretionary 2.36%
3 Healthcare 1.59%
4 Consumer Staples 1.41%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$71.1K 0.01%
1,417
-17
227
$71K 0.01%
684
+637
228
$69.3K 0.01%
6,561
229
$69.1K 0.01%
5,646
230
$68.8K 0.01%
607
+490
231
$68.8K 0.01%
1,204
-25
232
$67.3K 0.01%
237
+3
233
$67.1K 0.01%
1,155
-83
234
$66.9K 0.01%
214
+96
235
$66.8K 0.01%
1,470
236
$66.7K 0.01%
568
+450
237
$66.6K 0.01%
515
+234
238
$66.6K 0.01%
2,281
-64
239
$66.1K 0.01%
161
240
$66.1K 0.01%
50,814
241
$65.9K 0.01%
577
+357
242
$65.9K 0.01%
821
243
$65.8K 0.01%
1,141
+540
244
$65.8K 0.01%
263
245
$65.2K 0.01%
513
246
$65.1K 0.01%
2,808
247
$64.7K 0.01%
2,500
248
$64.4K 0.01%
557
249
$63.9K 0.01%
243
-536
250
$63.6K 0.01%
244
+195
8 9
10
11 12