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
826
$3.86K ﹤0.01%
+79
827
$3.85K ﹤0.01%
91
+1
828
$3.81K ﹤0.01%
6
-14
829
$3.8K ﹤0.01%
+41
830
$3.79K ﹤0.01%
24
831
$3.78K ﹤0.01%
9
-11
832
$3.75K ﹤0.01%
30
833
$3.71K ﹤0.01%
+62
834
$3.71K ﹤0.01%
125
835
$3.69K ﹤0.01%
+10
836
$3.65K ﹤0.01%
38
-1
837
$3.6K ﹤0.01%
74
+20
838
$3.56K ﹤0.01%
311
839
$3.55K ﹤0.01%
45
840
$3.54K ﹤0.01%
44
841
$3.51K ﹤0.01%
98
842
$3.47K ﹤0.01%
101
+32
843
$3.41K ﹤0.01%
55
+1
844
$3.4K ﹤0.01%
111
845
$3.4K ﹤0.01%
202
846
$3.39K ﹤0.01%
228
+2
847
$3.37K ﹤0.01%
29
848
$3.37K ﹤0.01%
6
849
$3.36K ﹤0.01%
+8
850
$3.35K ﹤0.01%
+28
32 33
34
35 36