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
926
$2.2K ﹤0.01%
185
927
$2.19K ﹤0.01%
176
928
$2.18K ﹤0.01%
142
929
$2.17K ﹤0.01%
29
930
$2.16K ﹤0.01%
+31
931
$2.16K ﹤0.01%
393
+20
932
$2.15K ﹤0.01%
17
933
$2.14K ﹤0.01%
20
934
$2.12K ﹤0.01%
76
935
$2.11K ﹤0.01%
39
936
$2.11K ﹤0.01%
29
937
$2.11K ﹤0.01%
14
938
$2.09K ﹤0.01%
13
939
$2.06K ﹤0.01%
129
940
$2.05K ﹤0.01%
70
941
$2.05K ﹤0.01%
+38
942
$2.04K ﹤0.01%
70
+20
943
$2.04K ﹤0.01%
25
+15
944
$2.02K ﹤0.01%
50
945
$2K ﹤0.01%
87
946
$1.96K ﹤0.01%
117
947
$1.96K ﹤0.01%
20
948
$1.96K ﹤0.01%
15
949
$1.93K ﹤0.01%
30
950
$1.92K ﹤0.01%
33
36 37
38
39 40