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
876
$2.73K ﹤0.01%
28
877
$2.71K ﹤0.01%
109
878
$2.69K ﹤0.01%
46
+1
879
$2.67K ﹤0.01%
21
880
$2.67K ﹤0.01%
35
881
$2.64K ﹤0.01%
32
882
$2.62K ﹤0.01%
23
883
$2.62K ﹤0.01%
+96
884
$2.6K ﹤0.01%
+105
885
$2.6K ﹤0.01%
15
886
$2.56K ﹤0.01%
176
+1
887
$2.56K ﹤0.01%
20
888
$2.54K ﹤0.01%
93
-62
889
$2.5K ﹤0.01%
14
890
$2.48K ﹤0.01%
21
891
$2.47K ﹤0.01%
2
892
$2.47K ﹤0.01%
+12
893
$2.45K ﹤0.01%
14
+3
894
$2.45K ﹤0.01%
+3
895
$2.44K ﹤0.01%
27
896
$2.44K ﹤0.01%
+100
897
$2.43K ﹤0.01%
50
898
$2.42K ﹤0.01%
298
+7
899
$2.42K ﹤0.01%
15
900
$2.42K ﹤0.01%
31
+1
34 35
36
37 38