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
$206M
AUM Growth
+$7.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$646K
3
+$528K
4
FSLR icon
First Solar
FSLR
+$274K
5
TSLA icon
Tesla
TSLA
+$234K

Top Sells

1
+$3.26M
2
+$1.58M
3
+$1.54M
4
AVGO icon
Broadcom
AVGO
+$1.07M
5
ETR icon
Entergy
ETR
+$861K

Sector Composition

1 Technology 28.34%
2 Healthcare 18%
3 Consumer Discretionary 13%
4 Communication Services 10.09%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.6%
11,400
-72
52
$1.17M 0.57%
35,720
-275
53
$1.09M 0.53%
4,450
54
$1.09M 0.53%
14,205
+2,000
55
$1.06M 0.51%
11,795
+1,045
56
$882K 0.43%
5,019
+131
57
$867K 0.42%
13,855
-30
58
$791K 0.38%
142,950
59
$695K 0.34%
3,610
60
$691K 0.34%
6,065
+220
61
$688K 0.33%
17,850
62
$628K 0.31%
5,950
-2,100
63
$613K 0.3%
1,900
64
$595K 0.29%
35,500
+5,800
65
$574K 0.28%
1,505
66
$532K 0.26%
7,700
+400
67
$528K 0.26%
+4,925
68
$525K 0.26%
6,976
+53
69
$477K 0.23%
2,150
-125
70
$460K 0.22%
16,050
71
$460K 0.22%
855
72
$417K 0.2%
3,500
73
$410K 0.2%
7,908
74
$399K 0.19%
32,500
75
$399K 0.19%
3,296
-204
1 2
3
4