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
301
$53.5K 0.01%
187
302
$53.3K 0.01%
516
303
$53.2K 0.01%
188
+64
304
$52.8K 0.01%
554
+351
305
$52.7K 0.01%
1,785
306
$52.6K 0.01%
261
+1
307
$52.5K 0.01%
172
308
$52.5K 0.01%
910
+5
309
$51.9K 0.01%
881
310
$51.9K 0.01%
1,164
+7
311
$51.9K 0.01%
635
-215
312
$51.5K 0.01%
563
+6
313
$51.5K 0.01%
430
+1
314
$51.4K 0.01%
1,349
+24
315
$50.7K 0.01%
172
+1
316
$50.2K 0.01%
626
+93
317
$49.9K 0.01%
362
-332
318
$49.5K 0.01%
387
-12
319
$49.3K 0.01%
+681
320
$49.1K 0.01%
1,060
+4
321
$48.8K 0.01%
687
+186
322
$47.9K 0.01%
1,165
+44
323
$47.9K 0.01%
1,802
+9
324
$46.8K 0.01%
2,379
325
$46.7K 0.01%
448
+120
11 12
13
14 15