We are live on ! Find out more
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
$741M
AUM Growth
+$347K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,183
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$1.68M
3
+$1.06M
4
CVX icon
Chevron
CVX
+$1.01M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$648K

Top Sells

1
+$24M
2
+$18.8M
3
+$7.82M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.68M
5
RFIX
Simplify Bond Bull ETF
RFIX
+$4.32M

Sector Composition

1 Technology 4.97%
2 Consumer Discretionary 2.17%
3 Financials 1.78%
4 Communication Services 1.03%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-15
1102
– –
-77
1103
– –
-3
1104
– –
-5
1105
– –
-109
1106
– –
-79
1107
– –
-172
1108
– –
-38
1109
– –
-114
1110
– –
-145
1111
– –
-465
1112
– –
-142
1113
– –
-181
1114
– –
-160
1115
– –
-96
1116
– –
-16
1117
– –
-13
1118
– –
-227
1119
– –
-3
1120
– –
-92
1121
– –
-9
1122
– –
-8
1123
– –
-230
1124
– –
-10
1125
– –
-1,167
43 44
45
46 47