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
301
$47.8K 0.01%
645
+20
302
$47.4K 0.01%
616
+53
303
$47.4K 0.01%
780
-45
304
$47.1K 0.01%
959
+800
305
$46.5K 0.01%
945
+909
306
$46.4K 0.01%
251
+16
307
$45.8K 0.01%
2,040
308
$45.3K 0.01%
3,018
309
$45.1K 0.01%
1,782
310
$45K 0.01%
564
+78
311
$44.9K 0.01%
634
-2,000
312
$44.9K 0.01%
522
-329
313
$44.8K 0.01%
377
+350
314
$44.8K 0.01%
1,250
315
$44.6K 0.01%
864
-195
316
$44.3K 0.01%
183
+103
317
$42.9K 0.01%
456
+68
318
$42.8K 0.01%
+544
319
$42.7K 0.01%
226
+31
320
$42.3K 0.01%
711
321
$42.3K 0.01%
292
+21
322
$42.3K 0.01%
416
+100
323
$41.6K 0.01%
477
324
$41.3K 0.01%
1,303
325
$41.2K 0.01%
670
+10
11 12
13
14 15