BIA

Beacon Investment Advisors Portfolio holdings

AUM $232M
1-Year Est. Return 16.34%
This Quarter Est. Return
1 Year Est. Return
+16.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$3.78M
2 +$867K
3 +$401K
4
UBSI icon
United Bankshares
UBSI
+$204K
5
DLR icon
Digital Realty Trust
DLR
+$202K

Top Sells

1 +$588K
2 +$376K
3 +$230K
4
MPW icon
Medical Properties Trust
MPW
+$141K
5
HRL icon
Hormel Foods
HRL
+$35.9K

Sector Composition

1 Technology 20.51%
2 Industrials 18.69%
3 Consumer Discretionary 14.88%
4 Financials 14.27%
5 Consumer Staples 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-15,125