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
326
$28K 0.01%
548
327
$28K 0.01%
3,220
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$28K 0.01%
310
329
$28K 0.01%
201
330
$28K 0.01%
1,177
331
$28K 0.01%
165
332
$27K 0.01%
398
333
$27K 0.01%
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334
$27K 0.01%
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335
$27K 0.01%
256
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337
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339
$27K 0.01%
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340
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345
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341
$26K 0.01%
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$26K 0.01%
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$26K 0.01%
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$25K 0.01%
747
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$25K 0.01%
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348
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555
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$25K 0.01%
891
350
$25K 0.01%
570