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
576
$9.91K ﹤0.01%
+397
577
$9.78K ﹤0.01%
23
+3
578
$9.7K ﹤0.01%
250
579
$9.52K ﹤0.01%
+930
580
$9.43K ﹤0.01%
100
581
$9.39K ﹤0.01%
300
+200
582
$9.37K ﹤0.01%
259
+2
583
$9.35K ﹤0.01%
123
584
$9.29K ﹤0.01%
185
+128
585
$9.26K ﹤0.01%
+295
586
$9.18K ﹤0.01%
230
587
$9.05K ﹤0.01%
67
588
$8.9K ﹤0.01%
456
589
$8.9K ﹤0.01%
2,000
590
$8.88K ﹤0.01%
409
-2,328
591
$8.86K ﹤0.01%
196
+1
592
$8.78K ﹤0.01%
136
593
$8.72K ﹤0.01%
160
+120
594
$8.72K ﹤0.01%
207
595
$8.7K ﹤0.01%
+206
596
$8.68K ﹤0.01%
25
597
$8.68K ﹤0.01%
1,572
+94
598
$8.65K ﹤0.01%
+86
599
$8.6K ﹤0.01%
756
-981
600
$8.58K ﹤0.01%
485