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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
726
$3K ﹤0.01%
48
727
$3K ﹤0.01%
105
728
$3K ﹤0.01%
100
729
$3K ﹤0.01%
40
730
$3K ﹤0.01%
22
-2
731
$3K ﹤0.01%
25
732
$3K ﹤0.01%
35
733
$3K ﹤0.01%
136
734
$3K ﹤0.01%
42
735
$3K ﹤0.01%
60
736
$3K ﹤0.01%
82
737
$3K ﹤0.01%
100
738
$3K ﹤0.01%
15
739
$3K ﹤0.01%
451
740
$3K ﹤0.01%
173
741
$3K ﹤0.01%
100
742
$3K ﹤0.01%
39
743
$3K ﹤0.01%
250
744
$3K ﹤0.01%
31
745
$3K ﹤0.01%
111
746
$3K ﹤0.01%
50
747
$3K ﹤0.01%
65
748
$3K ﹤0.01%
17
749
$3K ﹤0.01%
410
750
$3K ﹤0.01%
107
28 29
30
31 32