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
351
$35.9K 0.01%
870
-51
352
$35.9K 0.01%
+1,229
353
$35.7K 0.01%
155
+66
354
$35.6K 0.01%
1,570
355
$35.5K 0.01%
1,880
356
$35.5K 0.01%
131
+106
357
$34.9K 0.01%
1,515
+1,105
358
$34.4K 0.01%
4,912
+2,055
359
$34.3K 0.01%
208
+27
360
$34.2K 0.01%
354
+212
361
$34.2K 0.01%
1,600
-200
362
$33.9K 0.01%
455
+6
363
$33.9K 0.01%
400
364
$33.5K 0.01%
1,551
365
$33.4K 0.01%
576
366
$33K 0.01%
345
-8
367
$32.5K 0.01%
1,731
+1,053
368
$32K 0.01%
+10,839
369
$32K 0.01%
+5,731
370
$31.9K 0.01%
200
371
$31.6K 0.01%
112
+103
372
$31.6K 0.01%
472
-137
373
$31.4K 0.01%
258
+3
374
$31.3K 0.01%
238
-80
375
$31.1K 0.01%
214
13 14
15
16 17