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
551
$14.3K ﹤0.01%
508
552
$14.2K ﹤0.01%
2,126
553
$14.1K ﹤0.01%
241
+128
554
$14K ﹤0.01%
+422
555
$14K ﹤0.01%
718
-19
556
$13.9K ﹤0.01%
141
557
$13.8K ﹤0.01%
319
+43
558
$13.7K ﹤0.01%
243
-68
559
$13.7K ﹤0.01%
24
+10
560
$13.6K ﹤0.01%
80
561
$13.6K ﹤0.01%
410
-20
562
$13.6K ﹤0.01%
239
-145
563
$13.4K ﹤0.01%
176
564
$13.2K ﹤0.01%
220
565
$13.2K ﹤0.01%
94
566
$13.1K ﹤0.01%
1,035
+26
567
$13K ﹤0.01%
+230
568
$12.9K ﹤0.01%
7
569
$12.9K ﹤0.01%
100
570
$12.9K ﹤0.01%
85
-59
571
$12.7K ﹤0.01%
169
+1
572
$12.5K ﹤0.01%
176
+1
573
$12.4K ﹤0.01%
+136
574
$12.3K ﹤0.01%
+465
575
$12.3K ﹤0.01%
62
21 22
23
24 25