BCMLT

Beacon Capital Management LLC (Tennessee) Portfolio holdings

AUM $645M
1-Year Est. Return 15.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.79%
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
+$11.8K
2
+$5.34K
3
+$3.11K
4
AAPL icon
Apple
AAPL
+$3.03K
5
F icon
Ford
F
+$2.77K

Top Sells

1
+$5.66M
2
+$2.35M
3
+$1.37M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
VTV icon
Vanguard Value ETF
VTV
+$1.18M

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
351
$25K 0.01%
5,000
352
$24K 0.01%
754
353
$24K 0.01%
640
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600
355
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356
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357
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$23K 0.01%
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365
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366
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368
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369
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$22K 0.01%
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243
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278
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$21K 0.01%
267
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