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
951
$1.91K ﹤0.01%
+400
952
$1.88K ﹤0.01%
32
953
$1.87K ﹤0.01%
77
-34
954
$1.87K ﹤0.01%
47
955
$1.86K ﹤0.01%
30
956
$1.86K ﹤0.01%
14
957
$1.82K ﹤0.01%
101
958
$1.82K ﹤0.01%
15
959
$1.82K ﹤0.01%
28
960
$1.82K ﹤0.01%
45
-15
961
$1.81K ﹤0.01%
51
962
$1.8K ﹤0.01%
972
-1
963
$1.79K ﹤0.01%
70
964
$1.79K ﹤0.01%
95
965
$1.77K ﹤0.01%
33
966
$1.77K ﹤0.01%
+57
967
$1.77K ﹤0.01%
8
+7
968
$1.74K ﹤0.01%
56
+1
969
$1.72K ﹤0.01%
12
970
$1.71K ﹤0.01%
121
+1
971
$1.7K ﹤0.01%
7
972
$1.68K ﹤0.01%
61
973
$1.67K ﹤0.01%
13
974
$1.67K ﹤0.01%
60
+2
975
$1.66K ﹤0.01%
190
37 38
39
40 41