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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
126
$323K 0.13%
863
+47
127
$308K 0.13%
11,954
+109
128
$307K 0.13%
20,006
-93
129
$306K 0.13%
40,535
130
$303K 0.12%
+3,699
131
$303K 0.12%
17,895
+1,257
132
$303K 0.12%
1,709
133
$299K 0.12%
965
+175
134
$294K 0.12%
862
135
$293K 0.12%
1,327
+89
136
$291K 0.12%
2,000
137
$290K 0.12%
3,112
-800
138
$288K 0.12%
1,105
+1
139
$286K 0.12%
616
+3
140
$277K 0.11%
2,927
+46
141
$277K 0.11%
22,766
-698
142
$272K 0.11%
8,187
+126
143
$270K 0.11%
16,663
+13
144
$269K 0.11%
32,067
-813
145
$267K 0.11%
4,095
146
$263K 0.11%
1,622
147
$255K 0.1%
913
148
$245K 0.1%
995
+20
149
$234K 0.1%
+1,952
150
$233K 0.1%
+2,294
3 4 5
6
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