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
476
$20.3K ﹤0.01%
80
+36
477
$20.2K ﹤0.01%
689
+2
478
$20.2K ﹤0.01%
379
+1
479
$20.1K ﹤0.01%
44
480
$19.8K ﹤0.01%
189
+39
481
$19.8K ﹤0.01%
717
+147
482
$19.7K ﹤0.01%
66
+1
483
$19.7K ﹤0.01%
378
+2
484
$19.5K ﹤0.01%
68
+1
485
$19.3K ﹤0.01%
300
486
$19.2K ﹤0.01%
33
487
$19K ﹤0.01%
309
+144
488
$18.9K ﹤0.01%
1,222
+6
489
$18.7K ﹤0.01%
203
490
$18.6K ﹤0.01%
504
491
$18.3K ﹤0.01%
336
+107
492
$18.2K ﹤0.01%
379
-1,318
493
$18.1K ﹤0.01%
360
494
$18.1K ﹤0.01%
208
+123
495
$18K ﹤0.01%
482
-3
496
$18K ﹤0.01%
1,000
497
$17.8K ﹤0.01%
18
+3
498
$17.7K ﹤0.01%
81
499
$17.7K ﹤0.01%
371
-12
500
$17.6K ﹤0.01%
4,000
18 19
20
21 22