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
$704M
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,233
New
Increased
Reduced
Closed

Top Buys

1 +$120M
2 +$10.8M
3 +$3.14M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.43M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.66M

Sector Composition

1 Technology 4.46%
2 Consumer Discretionary 2.03%
3 Healthcare 1.26%
4 Consumer Staples 1.13%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$18.8K ﹤0.01%
449
+1
502
$18.7K ﹤0.01%
69
503
$18.7K ﹤0.01%
+402
504
$18.5K ﹤0.01%
+138
505
$18.2K ﹤0.01%
473
506
$18.2K ﹤0.01%
383
507
$18K ﹤0.01%
174
+74
508
$18K ﹤0.01%
110
509
$18K ﹤0.01%
100
510
$17.9K ﹤0.01%
477
511
$17.9K ﹤0.01%
275
+88
512
$17.8K ﹤0.01%
132
+32
513
$17.8K ﹤0.01%
+481
514
$17.7K ﹤0.01%
35
+29
515
$17.7K ﹤0.01%
528
+8
516
$17.6K ﹤0.01%
210
+1
517
$17.4K ﹤0.01%
762
-985
518
$17.4K ﹤0.01%
349
+259
519
$17.4K ﹤0.01%
222
-1,259
520
$17.4K ﹤0.01%
28
+9
521
$17.3K ﹤0.01%
902
522
$17.2K ﹤0.01%
201
523
$17.1K ﹤0.01%
72
+47
524
$17.1K ﹤0.01%
360
525
$17.1K ﹤0.01%
720
+600