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
$488M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$11M
3 +$9.06M
4
VUG icon
Vanguard Growth ETF
VUG
+$6.52M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.14M

Top Sells

1 +$1.16M
2 +$448K
3 +$443K
4
AMZN icon
Amazon
AMZN
+$436K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$326K

Sector Composition

1 Technology 4.56%
2 Consumer Discretionary 2.36%
3 Healthcare 1.59%
4 Consumer Staples 1.41%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$11.6K ﹤0.01%
49
552
$11.6K ﹤0.01%
27
+18
553
$11.4K ﹤0.01%
50
+1
554
$11.3K ﹤0.01%
159
555
$11.2K ﹤0.01%
100
556
$11.2K ﹤0.01%
262
557
$11.2K ﹤0.01%
1,186
558
$11.2K ﹤0.01%
20
559
$11.2K ﹤0.01%
603
560
$11.1K ﹤0.01%
180
+15
561
$11.1K ﹤0.01%
931
-249
562
$11.1K ﹤0.01%
122
563
$11K ﹤0.01%
333
+233
564
$10.9K ﹤0.01%
44
+9
565
$10.8K ﹤0.01%
303
566
$10.8K ﹤0.01%
20
567
$10.7K ﹤0.01%
246
568
$10.5K ﹤0.01%
283
569
$10.4K ﹤0.01%
600
570
$10.4K ﹤0.01%
+165
571
$10.2K ﹤0.01%
+506
572
$10.1K ﹤0.01%
123
+1
573
$10.1K ﹤0.01%
203
574
$10K ﹤0.01%
377
575
$9.93K ﹤0.01%
359