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
$740M
AUM Growth
-$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$10.4M
3 +$10.1M
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$8.34M
5
BUCK icon
Simplify Stable Income ETF
BUCK
+$7.86M

Top Sells

1 +$29.7M
2 +$6.29M
3 +$5.86M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.67M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.68M

Sector Composition

1 Technology 4.15%
2 Consumer Discretionary 1.86%
3 Financials 1.73%
4 Healthcare 1.06%
5 Consumer Staples 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$9.95K ﹤0.01%
987
+15
627
$9.77K ﹤0.01%
121
628
$9.73K ﹤0.01%
1,039
+13
629
$9.7K ﹤0.01%
55
630
$9.55K ﹤0.01%
29
631
$9.54K ﹤0.01%
88
632
$9.52K ﹤0.01%
109
633
$9.47K ﹤0.01%
145
+1
634
$9.47K ﹤0.01%
266
+2
635
$9.44K ﹤0.01%
203
636
$9.42K ﹤0.01%
+14
637
$9.41K ﹤0.01%
102
638
$9.41K ﹤0.01%
288
+3
639
$9.29K ﹤0.01%
+114
640
$9.27K ﹤0.01%
363
+2
641
$9.12K ﹤0.01%
44
642
$9.11K ﹤0.01%
39
+20
643
$9.1K ﹤0.01%
+228
644
$9.09K ﹤0.01%
100
+1
645
$9.06K ﹤0.01%
111
646
$9.06K ﹤0.01%
6,000
647
$9.05K ﹤0.01%
88
+60
648
$8.9K ﹤0.01%
588
+14
649
$8.87K ﹤0.01%
158
-105
650
$8.79K ﹤0.01%
837
+662