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
$740M
AUM Growth
-$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$10.4M
3
+$10.1M
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$8.34M
5
BUCK icon
Simplify Stable Income ETF
BUCK
+$7.86M

Top Sells

1
+$29.7M
2
+$6.29M
3
+$5.86M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.67M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.68M

Sector Composition

1 Technology 4.15%
2 Consumer Discretionary 1.86%
3 Financials 1.73%
4 Healthcare 1.06%
5 Consumer Staples 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$71.7K 0.01%
2,123
+12
252
$71.4K 0.01%
2,849
+2
253
$71.3K 0.01%
970
+84
254
$70.8K 0.01%
5,790
+72
255
$70.7K 0.01%
973
+3
256
$70.3K 0.01%
558
-31
257
$70.1K 0.01%
1,470
258
$69.7K 0.01%
+848
259
$69.3K 0.01%
406
+69
260
$68.8K 0.01%
2,877
261
$68.8K 0.01%
1,463
+68
262
$68.5K 0.01%
691
+47
263
$67.9K 0.01%
790
+2
264
$67K 0.01%
570
265
$66.8K 0.01%
2,275
-1,394
266
$66.2K 0.01%
493
+2
267
$66.1K 0.01%
974
+8
268
$66.1K 0.01%
83
+3
269
$65.5K 0.01%
723
-23
270
$65.2K 0.01%
1,496
+5
271
$64.8K 0.01%
589
+2
272
$64.8K 0.01%
273
+1
273
$63.8K 0.01%
440
+1
274
$63.6K 0.01%
570
+2
275
$63.5K 0.01%
521
+35
9 10
11
12 13