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
$404M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$14K
2
+$5.31K
3
+$4.21K
4
AAPL icon
Apple
AAPL
+$3.49K
5
F icon
Ford
F
+$3.4K

Top Sells

1
+$32.6M
2
+$6.24M
3
+$2.38M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.45M
5
VTV icon
Vanguard Value ETF
VTV
+$1.24M

Sector Composition

1 Technology 2.86%
2 Consumer Discretionary 1.54%
3 Healthcare 1.41%
4 Consumer Staples 1.31%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1K ﹤0.01%
16
852
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853
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10
854
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18
855
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13
856
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28
857
$1K ﹤0.01%
3
858
$1K ﹤0.01%
22
859
$1K ﹤0.01%
125
860
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35
861
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31
862
$1K ﹤0.01%
13
863
$1K ﹤0.01%
10
864
$1K ﹤0.01%
50
865
$1K ﹤0.01%
175
866
$1K ﹤0.01%
110
867
$1K ﹤0.01%
20
868
$1K ﹤0.01%
40
869
$1K ﹤0.01%
7
870
$1K ﹤0.01%
62
871
$1K ﹤0.01%
428
872
$1K ﹤0.01%
100
873
$1K ﹤0.01%
65
874
$1K ﹤0.01%
22
875
$1K ﹤0.01%
20
33 34
35
36 37