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Beacon Investment Advisors Portfolio holdings

AUM $265M
1-Year Est. Return 25.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$353K
3
+$293K
4
GLW icon
Corning
GLW
+$242K
5
YFYA
Yields for You Income Strategy A ETF
YFYA
+$228K

Top Sells

1
+$789K
2
+$466K
3
+$164K
4
NEWT icon
NewtekOne
NEWT
+$111K
5
DEO icon
Diageo
DEO
+$73.3K

Sector Composition

1 Technology 21.98%
2 Industrials 17.7%
3 Financials 14.92%
4 Consumer Discretionary 14.12%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 1.06%
+27,366
27
$2.44M 1%
5,123
+29
28
$2.39M 0.98%
7,820
+92
29
$2.3M 0.94%
7,127
-16
30
$2.28M 0.93%
9,383
+2
31
$2.15M 0.88%
6,824
+24
32
$2.08M 0.85%
8,816
+15
33
$2.07M 0.85%
35,276
+220
34
$2.03M 0.83%
159,136
+2,217
35
$1.85M 0.76%
36,587
+89
36
$1.8M 0.74%
4,449
+35
37
$1.79M 0.73%
21,779
+106
38
$1.79M 0.73%
236,606
-825
39
$1.76M 0.72%
10,871
40
$1.73M 0.71%
4,097
+2
41
$1.72M 0.71%
5,111
42
$1.72M 0.71%
9,126
+18
43
$1.69M 0.69%
28,364
-149
44
$1.64M 0.67%
17,429
+175
45
$1.6M 0.65%
8,068
+56
46
$1.59M 0.65%
34,522
+843
47
$1.59M 0.65%
9,476
+17
48
$1.57M 0.64%
66,263
-138
49
$1.57M 0.64%
31,954
+407
50
$1.55M 0.63%
31,724
+954
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