BCMLT

Beacon Capital Management LLC (Tennessee) Portfolio holdings

AUM $645M
1-Year Est. Return 15.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.79%
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
601
$6K ﹤0.01%
200
602
$6K ﹤0.01%
716
603
$6K ﹤0.01%
160
604
$6K ﹤0.01%
95
-48
605
$6K ﹤0.01%
63
606
$6K ﹤0.01%
125
607
$6K ﹤0.01%
150
608
$6K ﹤0.01%
105
609
$6K ﹤0.01%
135
610
$6K ﹤0.01%
45
611
$6K ﹤0.01%
204
612
$6K ﹤0.01%
31
+10
613
$6K ﹤0.01%
101
614
$6K ﹤0.01%
115
615
$6K ﹤0.01%
152
616
$6K ﹤0.01%
96
617
$6K ﹤0.01%
331
618
$6K ﹤0.01%
40
619
$6K ﹤0.01%
237
620
$6K ﹤0.01%
58
621
$6K ﹤0.01%
176
622
$6K ﹤0.01%
156
623
$6K ﹤0.01%
650
624
$6K ﹤0.01%
163
625
$6K ﹤0.01%
176