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
676
$7.79K ﹤0.01%
397
677
$7.72K ﹤0.01%
424
678
$7.71K ﹤0.01%
304
+2
679
$7.7K ﹤0.01%
101
+51
680
$7.42K ﹤0.01%
163
+1
681
$7.38K ﹤0.01%
1,327
-1,663
682
$7.37K ﹤0.01%
159
+1
683
$7.32K ﹤0.01%
840
+4
684
$7.3K ﹤0.01%
+64
685
$7.27K ﹤0.01%
26
+16
686
$7.25K ﹤0.01%
172
+2
687
$7.24K ﹤0.01%
239
688
$7.23K ﹤0.01%
+142
689
$7.16K ﹤0.01%
50
690
$7.14K ﹤0.01%
+250
691
$7.09K ﹤0.01%
155
+1
692
$7.09K ﹤0.01%
528
+14
693
$7.02K ﹤0.01%
387
+10
694
$7.01K ﹤0.01%
461
+3
695
$6.97K ﹤0.01%
20
696
$6.97K ﹤0.01%
1,091
+24
697
$6.93K ﹤0.01%
272
+2
698
$6.91K ﹤0.01%
728
+9
699
$6.87K ﹤0.01%
+69
700
$6.84K ﹤0.01%
40
26 27
28
29 30