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
751
$5.43K ﹤0.01%
115
752
$5.42K ﹤0.01%
1,028
753
$5.4K ﹤0.01%
108
+1
754
$5.35K ﹤0.01%
46
755
$5.35K ﹤0.01%
63
756
$5.34K ﹤0.01%
157
+89
757
$5.27K ﹤0.01%
+75
758
$5.24K ﹤0.01%
100
759
$5.21K ﹤0.01%
62
-39
760
$5.21K ﹤0.01%
57
+1
761
$5.19K ﹤0.01%
53
762
$5.18K ﹤0.01%
931
+1
763
$5.15K ﹤0.01%
71
764
$5.08K ﹤0.01%
24
765
$5.05K ﹤0.01%
160
766
$5K ﹤0.01%
+75
767
$4.99K ﹤0.01%
+169
768
$4.97K ﹤0.01%
+100
769
$4.93K ﹤0.01%
558
+8
770
$4.9K ﹤0.01%
156
771
$4.87K ﹤0.01%
+167
772
$4.86K ﹤0.01%
21
773
$4.85K ﹤0.01%
64
774
$4.8K ﹤0.01%
38
775
$4.78K ﹤0.01%
270
+9
29 30
31
32 33