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
401
$20K 0.01%
361
402
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315
403
$20K 0.01%
934
404
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178
405
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173
406
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340
407
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1,170
408
$19K ﹤0.01%
200
409
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630
410
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505
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448
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110
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90
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73
416
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625
417
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119
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671
419
$18K ﹤0.01%
123
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3,210
421
$18K ﹤0.01%
441
422
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100
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198
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1,611
425
$18K ﹤0.01%
679