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
626
$6K ﹤0.01%
201
627
$6K ﹤0.01%
170
628
$5K ﹤0.01%
46
629
$5K ﹤0.01%
69
630
$5K ﹤0.01%
55
631
$5K ﹤0.01%
149
632
$5K ﹤0.01%
223
633
$5K ﹤0.01%
106
634
$5K ﹤0.01%
39
635
$5K ﹤0.01%
34
636
$5K ﹤0.01%
80
637
$5K ﹤0.01%
401
638
$5K ﹤0.01%
55
639
$5K ﹤0.01%
2,000
640
$5K ﹤0.01%
383
641
$5K ﹤0.01%
89
642
$5K ﹤0.01%
105
643
$5K ﹤0.01%
141
644
$5K ﹤0.01%
250
645
$5K ﹤0.01%
34
646
$5K ﹤0.01%
90
647
$5K ﹤0.01%
110
648
$5K ﹤0.01%
224
649
$5K ﹤0.01%
449
650
$5K ﹤0.01%
94