BHA

Beech Hill Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 23.21%
This Quarter Est. Return
1 Year Est. Return
+23.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$7.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$646K
3
+$528K
4
FSLR icon
First Solar
FSLR
+$274K
5
TSLA icon
Tesla
TSLA
+$234K

Top Sells

1
+$3.26M
2
+$1.58M
3
+$1.54M
4
AVGO icon
Broadcom
AVGO
+$1.07M
5
ETR icon
Entergy
ETR
+$861K

Sector Composition

1 Technology 28.34%
2 Healthcare 18%
3 Consumer Discretionary 13%
4 Communication Services 10.09%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 1.58%
22,322
-493
27
$3.24M 1.58%
103,180
+1,169
28
$3.23M 1.57%
88,016
+2,365
29
$3.05M 1.48%
13,888
-320
30
$3.04M 1.48%
6,900
-55
31
$3.03M 1.47%
19,942
-125
32
$2.95M 1.44%
13,975
-102
33
$2.9M 1.41%
81,552
+2,073
34
$2.7M 1.31%
11,017
-420
35
$2.63M 1.28%
26,598
-15,512
36
$2.49M 1.21%
26,757
+12
37
$2.45M 1.19%
46,761
-177
38
$2.42M 1.18%
12,500
+315
39
$2.3M 1.12%
7,705
-185
40
$2.25M 1.09%
14,080
+130
41
$2.25M 1.09%
26,680
42
$2.13M 1.04%
+6,030
43
$2.06M 1%
9,752
44
$1.89M 0.92%
47,300
+700
45
$1.83M 0.89%
7,395
46
$1.63M 0.79%
4,775
47
$1.55M 0.75%
23,190
+595
48
$1.52M 0.74%
8,319
+18
49
$1.38M 0.67%
10,281
-250
50
$1.27M 0.62%
19,802
-112
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