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
$175M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$759K
3
+$674K
4
ALB icon
Albemarle
ALB
+$344K
5
NSC icon
Norfolk Southern
NSC
+$336K

Top Sells

1
+$2.49M
2
+$2.37M
3
+$2.23M
4
FSLR icon
First Solar
FSLR
+$1.69M
5
XYZ
Block Inc
XYZ
+$1.67M

Sector Composition

1 Technology 25.71%
2 Healthcare 17.54%
3 Consumer Discretionary 16.01%
4 Industrials 9.88%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.58%
6,845
+75
52
$870K 0.5%
9,355
53
$811K 0.46%
4,370
+26
54
$787K 0.45%
12,765
+180
55
$774K 0.44%
164,675
+2,000
56
$759K 0.43%
+22,745
57
$750K 0.43%
13,330
58
$727K 0.42%
5,030
+215
59
$703K 0.4%
7,375
-300
60
$684K 0.39%
18,001
+990
61
$663K 0.38%
13,180
62
$657K 0.38%
3,610
63
$592K 0.34%
18,446
+250
64
$569K 0.33%
2,525
65
$513K 0.29%
1,750
66
$431K 0.25%
2,906
+300
67
$406K 0.23%
1,505
68
$404K 0.23%
855
69
$364K 0.21%
12,050
70
$354K 0.2%
18,600
+2,350
71
$344K 0.2%
+1,300
72
$344K 0.2%
3,580
73
$338K 0.19%
6,399
+157
74
$336K 0.19%
+1,604
75
$312K 0.18%
1,600
-2,530
1 2
3
4