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BMC

Beaton Management Company Portfolio holdings

AUM $225M
1-Year Est. Return 26.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$292K
2
+$239K
3
+$230K
4
BNY
Bank of New York Mellon
BNY
+$217K
5
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$208K

Top Sells

1
+$550K
2
+$279K
3
+$214K
4
UNM icon
Unum
UNM
+$202K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$109K

Sector Composition

1 Technology 18.08%
2 Financials 14.44%
3 Industrials 12.04%
4 Healthcare 11.21%
5 Consumer Discretionary 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$390K 0.18%
1,300
-2
102
$389K 0.18%
2,863
103
$373K 0.17%
900
104
$356K 0.16%
11,346
105
$345K 0.16%
6,838
-600
106
$337K 0.15%
2,219
107
$337K 0.15%
7,294
108
$330K 0.15%
2,934
109
$328K 0.15%
1,385
-100
110
$319K 0.15%
1,169
111
$314K 0.14%
+1,755
112
$312K 0.14%
904
-27
113
$304K 0.14%
2,143
114
$304K 0.14%
10,000
115
$300K 0.14%
+1,389
116
$296K 0.13%
4,530
117
$282K 0.13%
23,562
118
$273K 0.12%
4,480
119
$266K 0.12%
351
120
$264K 0.12%
+1,620
121
$263K 0.12%
896
122
$260K 0.12%
1,415
123
$259K 0.12%
1,384
124
$255K 0.12%
3,530
125
$251K 0.11%
+2,080
2 3 4
5
6