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BCMLT

Beacon Capital Management LLC (Tennessee) Portfolio holdings

AUM $567M
1-Year Est. Return 16.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.01%
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
651
$5K ﹤0.01%
94
652
$5K ﹤0.01%
208
653
$5K ﹤0.01%
102
654
$5K ﹤0.01%
25
655
$5K ﹤0.01%
235
656
$5K ﹤0.01%
87
657
$5K ﹤0.01%
314
658
$5K ﹤0.01%
71
659
$5K ﹤0.01%
118
660
$5K ﹤0.01%
477
661
$4K ﹤0.01%
200
662
$4K ﹤0.01%
38
663
$4K ﹤0.01%
46
664
$4K ﹤0.01%
28
665
$4K ﹤0.01%
78
666
$4K ﹤0.01%
22
667
$4K ﹤0.01%
153
668
$4K ﹤0.01%
74
669
$4K ﹤0.01%
100
670
$4K ﹤0.01%
50
671
$4K ﹤0.01%
16
672
$4K ﹤0.01%
146
673
$4K ﹤0.01%
168
674
$4K ﹤0.01%
30
675
$4K ﹤0.01%
33
25 26
27
28 29