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
601
$8.56K ﹤0.01%
102
602
$8.52K ﹤0.01%
540
+22
603
$8.48K ﹤0.01%
220
+80
604
$8.45K ﹤0.01%
528
605
$8.45K ﹤0.01%
100
606
$8.41K ﹤0.01%
228
+128
607
$8.38K ﹤0.01%
+12
608
$8.38K ﹤0.01%
175
-77
609
$8.25K ﹤0.01%
10
610
$8.17K ﹤0.01%
+500
611
$8.16K ﹤0.01%
41
612
$8.16K ﹤0.01%
200
613
$8.07K ﹤0.01%
47
-13
614
$8.02K ﹤0.01%
392
615
$8.02K ﹤0.01%
78
-18
616
$7.91K ﹤0.01%
122
617
$7.91K ﹤0.01%
236
618
$7.86K ﹤0.01%
+400
619
$7.84K ﹤0.01%
+614
620
$7.81K ﹤0.01%
247
621
$7.74K ﹤0.01%
+46
622
$7.73K ﹤0.01%
373
623
$7.68K ﹤0.01%
188
624
$7.66K ﹤0.01%
+129
625
$7.66K ﹤0.01%
98
-9
23 24
25
26 27