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
$162M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$3.03M
3
+$2.24M
4
D icon
Dominion Energy
D
+$769K
5
FDX icon
FedEx
FDX
+$553K

Top Sells

1
+$4.58M
2
+$3.45M
3
+$3.41M
4
AAPL icon
Apple
AAPL
+$3.34M
5
DD icon
DuPont de Nemours
DD
+$2.76M

Sector Composition

1 Technology 19.19%
2 Healthcare 17.13%
3 Industrials 15.87%
4 Financials 11.63%
5 Communication Services 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$575K 0.35%
13,372
-196
52
$553K 0.34%
+3,050
53
$514K 0.32%
4,904
54
$504K 0.31%
3,600
55
$487K 0.3%
25,000
+14,500
56
$450K 0.28%
6,750
57
$448K 0.28%
39,000
+8,400
58
$429K 0.26%
2,258
59
$404K 0.25%
6,880
60
$392K 0.24%
+3,200
61
$355K 0.22%
3,350
62
$327K 0.2%
1,350
-200
63
$325K 0.2%
4,075
+850
64
$291K 0.18%
3,750
65
$264K 0.16%
1,500
66
$245K 0.15%
+1,275
67
$239K 0.15%
+3,500
68
$232K 0.14%
2,156
-25,644
69
$218K 0.13%
+2,700
70
– –
-13,313
71
– –
-88,557
72
– –
-29,925
1 2
3