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
251
$63.1K 0.01%
158
+15
252
$62K 0.01%
764
+215
253
$61.9K 0.01%
193
+75
254
$61.5K 0.01%
+11,138
255
$61.5K 0.01%
1,250
+1,041
256
$61.4K 0.01%
1,714
-110
257
$60.4K 0.01%
315
-133
258
$60.2K 0.01%
+759
259
$59.9K 0.01%
729
-5
260
$59.8K 0.01%
143
-1
261
$59.7K 0.01%
3,336
-810
262
$58.8K 0.01%
112
+12
263
$58.7K 0.01%
331
+56
264
$58.6K 0.01%
657
265
$58.5K 0.01%
356
-148
266
$58.4K 0.01%
295
-84
267
$58.2K 0.01%
284
268
$57.8K 0.01%
550
269
$57.7K 0.01%
331
+98
270
$57.4K 0.01%
458
+329
271
$57.4K 0.01%
840
272
$57.1K 0.01%
23,905
273
$57.1K 0.01%
947
+514
274
$56.8K 0.01%
604
+318
275
$56.6K 0.01%
2,877
9 10
11
12 13