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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
101
$504K 0.21%
8,860
+177
102
$495K 0.2%
8,135
-206
103
$490K 0.2%
15,359
-180
104
$477K 0.2%
16,260
+57
105
$476K 0.19%
1,688
106
$474K 0.19%
10,504
+1
107
$468K 0.19%
18,887
+64
108
$465K 0.19%
2,285
109
$464K 0.19%
10,000
110
$456K 0.19%
17,892
+873
111
$445K 0.18%
20,346
-955
112
$441K 0.18%
13,525
+66
113
$430K 0.18%
5,120
+2
114
$430K 0.18%
1,691
+105
115
$429K 0.18%
12,476
+11
116
$427K 0.17%
2,079
+354
117
$419K 0.17%
3,384
+17
118
$402K 0.16%
3,189
+37
119
$397K 0.16%
1,681
+2
120
$396K 0.16%
2,575
+872
121
$389K 0.16%
1,595
122
$385K 0.16%
3,000
123
$363K 0.15%
7,846
+438
124
$347K 0.14%
1,000
+4
125
$331K 0.14%
2,891
+8
3 4
5
6 7