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
801
$4.21K ﹤0.01%
102
+2
802
$4.19K ﹤0.01%
124
803
$4.19K ﹤0.01%
+36
804
$4.19K ﹤0.01%
35
805
$4.19K ﹤0.01%
40
+1
806
$4.18K ﹤0.01%
25
807
$4.16K ﹤0.01%
24
808
$4.15K ﹤0.01%
200
809
$4.15K ﹤0.01%
347
-64
810
$4.14K ﹤0.01%
48
811
$4.14K ﹤0.01%
+7
812
$4.13K ﹤0.01%
+33
813
$4.11K ﹤0.01%
105
814
$4.06K ﹤0.01%
2,000
815
$4.05K ﹤0.01%
80
-142
816
$4.03K ﹤0.01%
40
817
$3.99K ﹤0.01%
51
818
$3.98K ﹤0.01%
25
819
$3.97K ﹤0.01%
96
820
$3.97K ﹤0.01%
+91
821
$3.96K ﹤0.01%
78
822
$3.94K ﹤0.01%
45
823
$3.92K ﹤0.01%
52
824
$3.88K ﹤0.01%
32
825
$3.87K ﹤0.01%
+52
31 32
33
34 35