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BCMLT

Beacon Capital Management LLC (Tennessee) Portfolio holdings

AUM $567M
1-Year Est. Return 16.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.01%
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
+$13.4M
2
+$10.6M
3
+$8.75M
4
VUG icon
Vanguard Growth ETF
VUG
+$6.25M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.84M

Top Sells

1
+$1.11M
2
+$427K
3
+$426K
4
AMZN icon
Amazon
AMZN
+$403K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$311K

Sector Composition

1 Technology 4.55%
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
1051
$36 ﹤0.01%
2
1052
$33 ﹤0.01%
1
1053
$30 ﹤0.01%
2
-51
1054
$21 ﹤0.01%
1
1055
$14 ﹤0.01%
3
1056
$11 ﹤0.01%
1
1057
$10 ﹤0.01%
2
1058
– –
0
1059
– –
0
1060
– –
-631
1061
– –
-5
1062
– –
-10
1063
– –
-51
1064
– –
-20
1065
– –
-100
1066
– –
-195
1067
– –
-100
1068
– –
-27
1069
– –
-5
1070
– –
-15
1071
– –
-297
1072
– –
-7,470
1073
– –
-53
1074
– –
-23
1075
– –
-1,195
41 42
43
44 45