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
701
$6.83K ﹤0.01%
41
702
$6.81K ﹤0.01%
12
+6
703
$6.77K ﹤0.01%
15,000
704
$6.76K ﹤0.01%
122
705
$6.76K ﹤0.01%
102
+1
706
$6.73K ﹤0.01%
46
+1
707
$6.73K ﹤0.01%
96
+1
708
$6.69K ﹤0.01%
98
709
$6.6K ﹤0.01%
353
+3
710
$6.52K ﹤0.01%
74
+42
711
$6.5K ﹤0.01%
+82
712
$6.48K ﹤0.01%
72
+11
713
$6.45K ﹤0.01%
+130
714
$6.44K ﹤0.01%
111
+36
715
$6.43K ﹤0.01%
+178
716
$6.4K ﹤0.01%
+35
717
$6.4K ﹤0.01%
89
718
$6.33K ﹤0.01%
20
719
$6.3K ﹤0.01%
+46
720
$6.29K ﹤0.01%
+81
721
$6.24K ﹤0.01%
2,000
722
$6.22K ﹤0.01%
202
+2
723
$6.2K ﹤0.01%
754
724
$6.17K ﹤0.01%
34
725
$6.16K ﹤0.01%
452
-600
27 28
29
30 31