We are live on ! Find out more
BCMLT

Beacon Capital Management LLC (Tennessee) Portfolio holdings

AUM $567M
1-Year Est. Return 16.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.01%
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
526
$10K ﹤0.01%
59
527
$10K ﹤0.01%
1,858
528
$10K ﹤0.01%
222
529
$10K ﹤0.01%
762
530
$10K ﹤0.01%
573
531
$10K ﹤0.01%
81
532
$10K ﹤0.01%
231
533
$10K ﹤0.01%
1,500
534
$10K ﹤0.01%
60
535
$10K ﹤0.01%
556
536
$10K ﹤0.01%
51
537
$10K ﹤0.01%
600
538
$10K ﹤0.01%
756
539
$10K ﹤0.01%
138
540
$10K ﹤0.01%
200
541
$9K ﹤0.01%
373
542
$9K ﹤0.01%
203
543
$9K ﹤0.01%
247
544
$9K ﹤0.01%
192
545
$9K ﹤0.01%
109
546
$9K ﹤0.01%
66
547
$9K ﹤0.01%
48
548
$9K ﹤0.01%
500
549
$9K ﹤0.01%
49
550
$9K ﹤0.01%
79
20 21
22
23 24