Beacon Accelerated Return Strategy Fund Institutional Class (BARLX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
9.25
-0.00 (-0.03%)
At close: Mar 28, 2025

BARLX Holdings Information

BARLX is a mutual fund with a total of 36 individual holdings.

Total Holdings
36
Top 10 Percentage
100.25%
Asset Class
n/a
Fund Category
Derivative Income
Assets
96.43M
Forward PE Ratio
n/a

Breakdown by Asset Class

Top 25 Holdings

No.SymbolName WeightShares
1n/aThe Options Clearing Corporation - Call XSP Febuary 0.01 02/14/202513.51%140
2n/aThe Options Clearing Corporation - Call XSP May 0.01 05/14/202512.04%125
3XXP001CThe Options Clearing Corporation - Call XSP JUNE 0.01 06/13/202512.04%125
4XP001CThe Options Clearing Corporation - Call XSP JULY 0.01 07/14/202512.03%125
5XSPP001The Options Clearing Corporation - Call XSP March 0.01 03/14/202511.57%120
6PP001CThe Options Clearing Corporation - Call XSP April 0.01 04/14/202511.57%120
7LSP001CThe Options Clearing Corporation - Call XSP August 0.01 08/14/202511.55%120
8C0010925The Options Clearing Corporation - Call XSP September 0.01 09/12/202511.54%120
9AGPXXShort-Term Investment Trust - Invesco Government & Agency Portfolio3.20%1,950,550
10P51432CThe Options Clearing Corporation - Call XSP Febuary 514.32 02/14/20251.21%95
11S55329CThe Options Clearing Corporation - Call XSP JULY 553.29 07/14/20251.20%125
12P56155CThe Options Clearing Corporation - Call XSP August 561.55 08/14/20251.09%120
13PP51432The Options Clearing Corporation - Call XSP March 514.32 03/14/20251.05%80
14C5840925The Options Clearing Corporation - Call XSP September 584.32 09/12/20250.82%120
1553026CThe Options Clearing Corporation - Call XSP April 530.26 04/14/20250.79%70
16FRAXXGoldman Sachs Financial Square Treasury Instruments Fund0.74%451,099
17n/aThe Options Clearing Corporation - Call XSP Febuary 501.57 02/14/20250.66%45
18X56450CThe Options Clearing Corporation - Call XSP June 564.50 06/13/20250.57%75
19n/aThe Options Clearing Corporation - Call XSP May 564.50 05/14/20250.53%75
2054277CThe Options Clearing Corporation - Call XSP May 542.770 05/14/20250.50%50
21n/aThe Options Clearing Corporation - Call XSP April 542.770 04/14/20250.47%50
22P55329CThe Options Clearing Corporation - Call XSP JUNE 553.29 06/13/20250.45%50
2354262PThe Options Clearing Corporation - Call XSP March 542.770 03/14/20250.35%40
2457762CThe Options Clearing Corporation - Call XSP March 577.620 03/14/2025-0.33%-80
2560356CThe Options Clearing Corporation - Call XSP May 603.56 05/14/2025-0.40%-150
Showing 25 of 36 holdings
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As of Dec 31, 2024