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
901
$2.41K ﹤0.01%
19
902
$2.4K ﹤0.01%
10
903
$2.4K ﹤0.01%
95
904
$2.39K ﹤0.01%
+232
905
$2.38K ﹤0.01%
41
906
$2.37K ﹤0.01%
19
+9
907
$2.37K ﹤0.01%
60
908
$2.36K ﹤0.01%
28
909
$2.36K ﹤0.01%
42
910
$2.34K ﹤0.01%
+17
911
$2.32K ﹤0.01%
+7
912
$2.32K ﹤0.01%
16
913
$2.31K ﹤0.01%
+16
914
$2.31K ﹤0.01%
110
915
$2.3K ﹤0.01%
15
-14
916
$2.29K ﹤0.01%
19
917
$2.28K ﹤0.01%
113
918
$2.28K ﹤0.01%
+796
919
$2.27K ﹤0.01%
34
920
$2.25K ﹤0.01%
+40
921
$2.23K ﹤0.01%
254
+2
922
$2.22K ﹤0.01%
11
923
$2.21K ﹤0.01%
46
+1
924
$2.21K ﹤0.01%
25
925
$2.2K ﹤0.01%
+4
35 36
37
38 39