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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
$300M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$3.49M
3
+$246K
4
CION icon
CION Investment
CION
+$191K
5
AAPL icon
Apple
AAPL
+$173K

Top Sells

1
+$48.9M
2
+$23.1M
3
+$4.36M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$3.3M
5
VTV icon
Vanguard Value ETF
VTV
+$3.29M

Sector Composition

1 Technology 3.15%
2 Consumer Discretionary 2.15%
3 Healthcare 1.66%
4 Consumer Staples 1.62%
5 Industrials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
66
+1
827
$1K ﹤0.01%
22
828
$1K ﹤0.01%
20
829
$1K ﹤0.01%
5
830
$1K ﹤0.01%
20
-10
831
$1K ﹤0.01%
49
832
$1K ﹤0.01%
6
833
$1K ﹤0.01%
70
834
$1K ﹤0.01%
176
+1
835
$1K ﹤0.01%
75
836
$1K ﹤0.01%
15
837
$1K ﹤0.01%
64
838
$1K ﹤0.01%
2
839
$1K ﹤0.01%
13
840
$1K ﹤0.01%
180
841
$1K ﹤0.01%
29
842
$1K ﹤0.01%
149
843
$1K ﹤0.01%
+23
844
$1K ﹤0.01%
39
845
$1K ﹤0.01%
13
-53
846
$1K ﹤0.01%
5
847
$1K ﹤0.01%
100
848
$1K ﹤0.01%
+8
849
$1K ﹤0.01%
132
850
$1K ﹤0.01%
+25
32 33
34
35 36