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
$242M
AUM Growth
+$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.12M
3
+$840K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$740K
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$492K

Top Sells

1
+$3.99M
2
+$1.76M
3
+$1.04M
4
AMAT icon
Applied Materials
AMAT
+$327K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$319K

Sector Composition

1 Technology 25.78%
2 Healthcare 12.86%
3 Communication Services 12.54%
4 Consumer Discretionary 12.19%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.49M 1.44%
10,142
+130
27
$3.25M 1.34%
51,104
-1,090
28
$3.23M 1.33%
26,095
-145
29
$3.09M 1.28%
21,405
+275
30
$3.05M 1.26%
20,895
+1,064
31
$2.92M 1.21%
16,901
+155
32
$2.92M 1.2%
17,697
-385
33
$2.88M 1.19%
102,788
-3,290
34
$2.75M 1.13%
12,136
-185
35
$2.71M 1.12%
94,611
-1,115
36
$2.55M 1.05%
37,595
-1,553
37
$2.52M 1.04%
59,647
+7,936
38
$2.5M 1.03%
+18,285
39
$2.5M 1.03%
10,480
40
$2.42M 1%
75,199
-2,391
41
$2.34M 0.97%
48,250
-500
42
$2.31M 0.95%
11,894
+110
43
$2.18M 0.9%
37,519
+2,071
44
$2.08M 0.86%
6,945
45
$2.02M 0.84%
11,122
+1,490
46
$1.98M 0.82%
7,782
+77
47
$1.98M 0.82%
108,862
+887
48
$1.86M 0.77%
10,179
+7
49
$1.58M 0.65%
3,875
-300
50
$1.57M 0.65%
36,950
-110
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2
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