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
501
$17.6K ﹤0.01%
1,527
502
$17.5K ﹤0.01%
74
-1
503
$17.5K ﹤0.01%
719
504
$17.4K ﹤0.01%
35
-57
505
$17.2K ﹤0.01%
494
+426
506
$17.1K ﹤0.01%
406
+169
507
$17K ﹤0.01%
180
508
$16.9K ﹤0.01%
35
+14
509
$16.8K ﹤0.01%
131
+1
510
$16.7K ﹤0.01%
76
-24
511
$16.6K ﹤0.01%
+12
512
$16.6K ﹤0.01%
278
+2
513
$16.5K ﹤0.01%
938
514
$16.4K ﹤0.01%
+203
515
$16.4K ﹤0.01%
232
516
$16.3K ﹤0.01%
558
517
$16.2K ﹤0.01%
61
+2
518
$16.2K ﹤0.01%
546
+9
519
$16.1K ﹤0.01%
223
+26
520
$16K ﹤0.01%
450
521
$15.9K ﹤0.01%
109
+9
522
$15.9K ﹤0.01%
90
523
$15.8K ﹤0.01%
202
524
$15.8K ﹤0.01%
59
525
$15.7K ﹤0.01%
160
19 20
21
22 23