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
976
$1.66K ﹤0.01%
+20
977
$1.65K ﹤0.01%
20
978
$1.65K ﹤0.01%
+35
979
$1.65K ﹤0.01%
47
980
$1.64K ﹤0.01%
18
981
$1.59K ﹤0.01%
87
982
$1.59K ﹤0.01%
428
983
$1.58K ﹤0.01%
8
984
$1.57K ﹤0.01%
7
985
$1.54K ﹤0.01%
20
986
$1.54K ﹤0.01%
18
987
$1.52K ﹤0.01%
+500
988
$1.51K ﹤0.01%
11
989
$1.5K ﹤0.01%
855
990
$1.49K ﹤0.01%
22
991
$1.49K ﹤0.01%
38
992
$1.48K ﹤0.01%
6
993
$1.47K ﹤0.01%
107
994
$1.46K ﹤0.01%
22
995
$1.45K ﹤0.01%
12
-20
996
$1.42K ﹤0.01%
+200
997
$1.4K ﹤0.01%
52
998
$1.4K ﹤0.01%
4
999
$1.4K ﹤0.01%
+37
1000
$1.37K ﹤0.01%
+71
38 39
40
41 42