BCMLT
Beacon Capital Management LLC (Tennessee) Portfolio holdings
AUM $741M
1-Year Return
13.37%
This Quarter Return
-3.89%
1 Year Return
+13.37%
3 Year Return
+71.91%
5 Year Return
–
10 Year Return
–
AUM
$377M
AUM Growth
+$0
(0%)
Cap. Flow
-$589K
Cap. Flow
% of AUM
-0.16%
Top 10 Holdings %
Top 10 Hldgs %
77.41%
Holding
1,025
New
–
Increased
1
Reduced
9
Closed
–
Top Buys
| 1 |
MYSE
Myseum, Inc. Common Stock
MYSE
|
+$122 |
Top Sells
| 1 |
Copart
CPRT
|
+$168K |
| 2 |
Novo Nordisk
NVO
|
+$166K |
| 3 |
Invesco Bloomberg MVP Multi-factor ETF
BMVP
|
+$114K |
| 4 |
Sempra
SRE
|
+$65.5K |
| 5 |
Invesco NASDAQ Internet ETF
PNQI
|
+$28.8K |
Sector Composition
| 1 | Technology | 4.8% |
| 2 | Consumer Discretionary | 2.77% |
| 3 | Healthcare | 1.63% |
| 4 | Consumer Staples | 1.54% |
| 5 | Industrials | 1.36% |
