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
$377M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1 +$122

Top Sells

1 +$168K
2 +$166K
3 +$114K
4
SRE icon
Sempra
SRE
+$65.5K
5
PNQI icon
Invesco NASDAQ Internet ETF
PNQI
+$28.8K

Sector Composition

1 Technology 4.8%
2 Consumer Discretionary 2.77%
3 Healthcare 1.63%
4 Consumer Staples 1.54%
5 Industrials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$66.9K 0.02%
1,050
202
$66.6K 0.02%
919
203
$65.8K 0.02%
5,646
204
$65.5K 0.02%
450
-450
205
$64.7K 0.02%
381
206
$64.1K 0.02%
879
207
$64.1K 0.02%
1,552
208
$64.1K 0.02%
2,797
209
$63.5K 0.02%
840
210
$62.8K 0.02%
757
211
$62.3K 0.02%
974
212
$62.3K 0.02%
1,357
213
$62.2K 0.02%
376
214
$62.1K 0.02%
379
215
$61.5K 0.02%
1,238
216
$61.3K 0.02%
326
217
$59.3K 0.02%
629
218
$59.2K 0.02%
2,900
219
$58.9K 0.02%
151
220
$58.2K 0.02%
281
221
$57.9K 0.02%
130
222
$57.8K 0.02%
1,229
223
$57.7K 0.02%
263
224
$57.6K 0.02%
620
225
$57.5K 0.02%
1,100