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
276
$63.4K 0.01%
208
277
$63.3K 0.01%
+834
278
$63.2K 0.01%
410
-23
279
$63.2K 0.01%
581
-43
280
$62K 0.01%
205
+21
281
$61.5K 0.01%
1,388
+12
282
$61.2K 0.01%
607
-5
283
$60.6K 0.01%
695
+35
284
$59.5K 0.01%
319
+2
285
$59.3K 0.01%
1,057
+12
286
$59.1K 0.01%
456
+62
287
$59.1K 0.01%
613
+227
288
$59.1K 0.01%
723
+239
289
$58.5K 0.01%
285
+57
290
$58.1K 0.01%
519
-500
291
$57.8K 0.01%
250
-23
292
$57.5K 0.01%
517
-282
293
$57.3K 0.01%
171
+4
294
$57.1K 0.01%
444
+343
295
$56.1K 0.01%
221
+1
296
$56K 0.01%
675
+2
297
$55.6K 0.01%
543
+2
298
$54.9K 0.01%
306
+104
299
$54.1K 0.01%
400
300
$54K 0.01%
215
+1
10 11
12
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