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
476
$17.4K ﹤0.01%
130
+20
477
$17.4K ﹤0.01%
950
+526
478
$17.4K ﹤0.01%
272
+41
479
$17.4K ﹤0.01%
477
+5
480
$17.3K ﹤0.01%
107
+7
481
$17.1K ﹤0.01%
754
482
$17.1K ﹤0.01%
100
+12
483
$17K ﹤0.01%
281
-1,083
484
$16.8K ﹤0.01%
144
485
$16.7K ﹤0.01%
201
+200
486
$16.7K ﹤0.01%
209
+2
487
$16.5K ﹤0.01%
+171
488
$16.4K ﹤0.01%
1,018
+16
489
$16.4K ﹤0.01%
1,065
+275
490
$16.4K ﹤0.01%
3,000
491
$16.3K ﹤0.01%
942
492
$16.1K ﹤0.01%
64
493
$16.1K ﹤0.01%
128
494
$16.1K ﹤0.01%
300
+268
495
$16K ﹤0.01%
473
496
$15.9K ﹤0.01%
203
497
$15.8K ﹤0.01%
190
498
$15.6K ﹤0.01%
+360
499
$15.6K ﹤0.01%
973
500
$15.1K ﹤0.01%
300
-16