BIAS

Beacon Investment Advisory Services Portfolio holdings

AUM $2.38B
1-Year Est. Return 13.75%
This Quarter Est. Return
1 Year Est. Return
+13.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$48.6M
2 +$1.8M
3 +$1.23M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$977K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$381K

Sector Composition

1 Financials 3.68%
2 Energy 2.02%
3 Healthcare 1.77%
4 Industrials 1.2%
5 Consumer Discretionary 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,135
77
-2,569
78
-1,227
79
-4,082
80
-1,779