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
$404M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1 +$14K
2 +$5.31K
3 +$4.21K
4
AAPL icon
Apple
AAPL
+$3.49K
5
F icon
Ford
F
+$3.4K

Top Sells

1 +$32.6M
2 +$6.24M
3 +$2.38M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.45M
5
VTV icon
Vanguard Value ETF
VTV
+$1.24M

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%
31
+10
602
$6K ﹤0.01%
101
603
$6K ﹤0.01%
115
604
$6K ﹤0.01%
152
605
$6K ﹤0.01%
96
606
$6K ﹤0.01%
52
607
$6K ﹤0.01%
132
608
$6K ﹤0.01%
24
609
$6K ﹤0.01%
928
610
$6K ﹤0.01%
118
611
$6K ﹤0.01%
144
612
$6K ﹤0.01%
102
613
$6K ﹤0.01%
300
614
$6K ﹤0.01%
200
615
$6K ﹤0.01%
716
616
$6K ﹤0.01%
160
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%
78
623
$6K ﹤0.01%
650
624
$6K ﹤0.01%
163
625
$6K ﹤0.01%
176