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
501
$12K ﹤0.01%
63
502
$12K ﹤0.01%
245
503
$11K ﹤0.01%
1,102
504
$11K ﹤0.01%
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505
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150
506
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237
507
$11K ﹤0.01%
1,612
508
$11K ﹤0.01%
126
509
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226
510
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168
511
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350
512
$11K ﹤0.01%
63
513
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514
$11K ﹤0.01%
1,271
515
$11K ﹤0.01%
100
516
$11K ﹤0.01%
379
517
$11K ﹤0.01%
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518
$11K ﹤0.01%
128
519
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200
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521
$11K ﹤0.01%
277
522
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32
523
$11K ﹤0.01%
200
524
$10K ﹤0.01%
138
525
$10K ﹤0.01%
200
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