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
776
$4.78K ﹤0.01%
16
777
$4.77K ﹤0.01%
+50
778
$4.75K ﹤0.01%
35
779
$4.74K ﹤0.01%
152
780
$4.73K ﹤0.01%
17
+13
781
$4.73K ﹤0.01%
59
-23
782
$4.72K ﹤0.01%
42
+1
783
$4.68K ﹤0.01%
+350
784
$4.65K ﹤0.01%
8
+1
785
$4.64K ﹤0.01%
+29
786
$4.59K ﹤0.01%
10
787
$4.58K ﹤0.01%
151
788
$4.57K ﹤0.01%
720
789
$4.54K ﹤0.01%
17
+15
790
$4.53K ﹤0.01%
219
-38
791
$4.49K ﹤0.01%
116
792
$4.47K ﹤0.01%
22
793
$4.43K ﹤0.01%
122
794
$4.4K ﹤0.01%
133
795
$4.36K ﹤0.01%
27
796
$4.35K ﹤0.01%
+47
797
$4.29K ﹤0.01%
10
798
$4.27K ﹤0.01%
45
+1
799
$4.22K ﹤0.01%
208
+2
800
$4.22K ﹤0.01%
+181
30 31
32
33 34