BFS

Beacon Financial Strategies Portfolio holdings

AUM $179M
1-Year Est. Return 13.48%
This Quarter Est. Return
1 Year Est. Return
+13.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$293K
2 +$283K
3 +$198K
4
HUM icon
Humana
HUM
+$189K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$182K

Top Sells

1 +$52K
2 +$20.8K
3 +$16.6K
4
GSK icon
GSK
GSK
+$16.5K
5
VUG icon
Vanguard Growth ETF
VUG
+$16.1K

Sector Composition

1 Technology 1.89%
2 Healthcare 1.85%
3 Consumer Discretionary 1.38%
4 Consumer Staples 0.67%
5 Financials 0.57%