BHA

Beech Hill Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 23.2%
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$837K
3
+$802K
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$654K
5
PYPL icon
PayPal
PYPL
+$509K

Top Sells

1
+$4.23M
2
+$1.32M
3
+$832K
4
JPM icon
JPMorgan Chase
JPM
+$649K
5
AAPL icon
Apple
AAPL
+$569K

Sector Composition

1 Technology 24.1%
2 Healthcare 17.94%
3 Consumer Discretionary 12.56%
4 Communication Services 10.96%
5 Industrials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.04M 1.47%
19,392
-2,077
27
$2.97M 1.44%
61,100
-7,450
28
$2.97M 1.44%
50,473
-5,550
29
$2.91M 1.41%
91,335
-11,105
30
$2.9M 1.4%
17,031
-3,818
31
$2.82M 1.36%
97,822
+1,791
32
$2.74M 1.32%
73,988
-7,412
33
$2.72M 1.31%
19,930
+5,880
34
$2.7M 1.31%
16,516
-50
35
$2.67M 1.29%
11,480
-2,200
36
$2.65M 1.28%
18,077
-1,695
37
$2.47M 1.19%
9,477
-275
38
$2.4M 1.16%
11,115
-1,465
39
$2.33M 1.13%
108,320
-10,644
40
$2.13M 1.03%
34,624
+8,294
41
$2.12M 1.03%
8,867
-2,010
42
$2.05M 0.99%
39,054
-6,810
43
$2.01M 0.97%
47,200
-100
44
$1.99M 0.96%
6,705
-995
45
$1.91M 0.92%
19,883
-5,175
46
$1.85M 0.89%
7,295
-50
47
$1.7M 0.82%
4,775
48
$1.53M 0.74%
5,600
-480
49
$1.35M 0.65%
22,215
-4,552
50
$1.28M 0.62%
36,675
+455
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