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
626
$6K ﹤0.01%
201
627
$6K ﹤0.01%
170
628
$5K ﹤0.01%
94
629
$5K ﹤0.01%
208
630
$5K ﹤0.01%
102
631
$5K ﹤0.01%
25
632
$5K ﹤0.01%
235
633
$5K ﹤0.01%
87
634
$5K ﹤0.01%
314
635
$5K ﹤0.01%
46
636
$5K ﹤0.01%
69
637
$5K ﹤0.01%
55
638
$5K ﹤0.01%
149
639
$5K ﹤0.01%
4
640
$5K ﹤0.01%
106
641
$5K ﹤0.01%
39
642
$5K ﹤0.01%
34
643
$5K ﹤0.01%
80
644
$5K ﹤0.01%
401
645
$5K ﹤0.01%
55
646
$5K ﹤0.01%
2,000
647
$5K ﹤0.01%
383
648
$5K ﹤0.01%
89
649
$5K ﹤0.01%
105
650
$5K ﹤0.01%
141