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
376
$35.6K ﹤0.01%
240
+1
377
$35.5K ﹤0.01%
583
+4
378
$35.2K ﹤0.01%
708
379
$35.1K ﹤0.01%
343
-19
380
$35K ﹤0.01%
173
+6
381
$34.6K ﹤0.01%
262
+25
382
$34.2K ﹤0.01%
1,020
+177
383
$33.8K ﹤0.01%
239
+25
384
$32.8K ﹤0.01%
569
+2
385
$32.6K ﹤0.01%
530
-135
386
$32.3K ﹤0.01%
122
-12
387
$32.3K ﹤0.01%
+636
388
$32.1K ﹤0.01%
412
389
$32.1K ﹤0.01%
179
+97
390
$32K ﹤0.01%
238
-11
391
$31.9K ﹤0.01%
340
-2
392
$31.8K ﹤0.01%
4,953
-98
393
$31.7K ﹤0.01%
129
394
$31.7K ﹤0.01%
1,462
-85
395
$31.6K ﹤0.01%
1,141
+10
396
$31.5K ﹤0.01%
213
+37
397
$30.9K ﹤0.01%
1,983
398
$30.7K ﹤0.01%
949
+49
399
$30.6K ﹤0.01%
1,000
-229
400
$30.6K ﹤0.01%
+10,000
14 15
16
17 18