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
$404M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1 +$14K
2 +$5.31K
3 +$4.21K
4
AAPL icon
Apple
AAPL
+$3.49K
5
F icon
Ford
F
+$3.4K

Top Sells

1 +$32.6M
2 +$6.24M
3 +$2.38M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.45M
5
VTV icon
Vanguard Value ETF
VTV
+$1.24M

Sector Composition

1 Technology 2.86%
2 Consumer Discretionary 1.54%
3 Healthcare 1.41%
4 Consumer Staples 1.31%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$33K 0.01%
260
302
$33K 0.01%
170
303
$33K 0.01%
241
304
$33K 0.01%
276
305
$32K 0.01%
353
306
$32K 0.01%
174
307
$31K 0.01%
3,400
308
$31K 0.01%
231
309
$31K 0.01%
234
310
$31K 0.01%
584
311
$31K 0.01%
683
312
$30K 0.01%
1,919
313
$30K 0.01%
666
314
$30K 0.01%
678
315
$30K 0.01%
24
316
$29K 0.01%
450
317
$29K 0.01%
176
318
$29K 0.01%
401
319
$29K 0.01%
585
320
$29K 0.01%
240
321
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219
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$29K 0.01%
127
323
$29K 0.01%
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324
$28K 0.01%
220
325
$28K 0.01%
1,084