BFG

Beacon Financial Group Portfolio holdings

AUM $1.02B
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$717M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Sector Composition

1 Financials 7.73%
2 Technology 6.63%
3 Healthcare 4.41%
4 Energy 4.35%
5 Industrials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-40,092
227
-13,491
228
-10,727
229
-15,822
230
-3,746
231
-3,635