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
$488M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$11M
3
+$9.06M
4
VUG icon
Vanguard Growth ETF
VUG
+$6.52M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.14M

Top Sells

1
+$1.16M
2
+$448K
3
+$443K
4
AMZN icon
Amazon
AMZN
+$436K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$326K

Sector Composition

1 Technology 4.56%
2 Consumer Discretionary 2.36%
3 Healthcare 1.59%
4 Consumer Staples 1.41%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$1.38K ﹤0.01%
+62
927
$1.37K ﹤0.01%
40
928
$1.34K ﹤0.01%
15
929
$1.33K ﹤0.01%
22
930
$1.33K ﹤0.01%
+22
931
$1.31K ﹤0.01%
28
932
$1.31K ﹤0.01%
52
+2
933
$1.3K ﹤0.01%
32
+2
934
$1.3K ﹤0.01%
24
935
$1.29K ﹤0.01%
+23
936
$1.25K ﹤0.01%
19
937
$1.25K ﹤0.01%
3
938
$1.24K ﹤0.01%
20
939
$1.22K ﹤0.01%
60
940
$1.19K ﹤0.01%
10
941
$1.19K ﹤0.01%
+52
942
$1.18K ﹤0.01%
+48
943
$1.14K ﹤0.01%
208
944
$1.14K ﹤0.01%
2
945
$1.14K ﹤0.01%
+21
946
$1.13K ﹤0.01%
+328
947
$1.12K ﹤0.01%
262
948
$1.1K ﹤0.01%
+54
949
$1.09K ﹤0.01%
+13
950
$1.08K ﹤0.01%
62
36 37
38
39 40