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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
51
$1.51M 0.62%
16,051
+56
52
$1.47M 0.6%
22,131
+54
53
$1.46M 0.6%
17,523
+296
54
$1.43M 0.58%
8,572
55
$1.43M 0.58%
246,267
+3,036
56
$1.38M 0.56%
14,956
+114
57
$1.36M 0.56%
6,060
+25
58
$1.28M 0.52%
38,047
+10,931
59
$1.27M 0.52%
9,341
+19
60
$1.21M 0.49%
34,193
+891
61
$1.17M 0.48%
8,461
-34
62
$1.17M 0.48%
26,637
+143
63
$1.11M 0.45%
9,200
64
$1.07M 0.44%
9,530
+57
65
$1.07M 0.44%
46,901
-550
66
$1.07M 0.44%
5,757
+17
67
$1.07M 0.44%
10,394
+138
68
$1.06M 0.43%
44,936
+143
69
$1.06M 0.43%
6,800
+430
70
$1.03M 0.42%
7,661
+46
71
$1.02M 0.42%
32,126
+892
72
$999K 0.41%
9,799
+49
73
$998K 0.41%
19,793
-122
74
$906K 0.37%
20,560
+886
75
$875K 0.36%
5,266
+155
1 2
3
4 5