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
$241M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.41M
3
+$2.18M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.87M
5
NKE icon
Nike
NKE
+$1.83M

Top Sells

1
+$4.08M
2
+$2.12M
3
+$358K
4
QCOM icon
Qualcomm
QCOM
+$273K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$252K

Sector Composition

1 Technology 24.13%
2 Healthcare 14.92%
3 Consumer Discretionary 13.98%
4 Communication Services 11.64%
5 Financials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.7M 1.54%
25,658
-133
27
$3.67M 1.52%
60,400
-700
28
$3.57M 1.48%
51,711
+386
29
$3.48M 1.45%
21,130
+1,200
30
$3.45M 1.43%
26,240
+1,220
31
$3.2M 1.33%
16,746
+230
32
$3.19M 1.33%
52,194
+1,721
33
$3.14M 1.3%
19,831
+439
34
$2.94M 1.22%
106,078
+8,256
35
$2.93M 1.22%
18,082
+5
36
$2.86M 1.19%
77,590
+3,602
37
$2.85M 1.18%
95,726
+4,391
38
$2.62M 1.09%
10,480
-1,000
39
$2.57M 1.07%
12,321
+7,971
40
$2.37M 0.99%
35,448
+824
41
$2.36M 0.98%
39,148
+94
42
$2.33M 0.97%
11,784
+669
43
$2.32M 0.96%
107,975
-345
44
$2.29M 0.95%
48,750
+1,550
45
$2.17M 0.9%
7,705
+1,000
46
$2.01M 0.84%
6,945
-350
47
$1.87M 0.78%
+10,172
48
$1.86M 0.77%
9,632
+155
49
$1.83M 0.76%
+19,445
50
$1.82M 0.76%
5,545
-55
1
2
3 4