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
$207M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$837K
3
+$802K
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$654K
5
PYPL icon
PayPal
PYPL
+$509K

Top Sells

1
+$4.23M
2
+$1.32M
3
+$832K
4
JPM icon
JPMorgan Chase
JPM
+$649K
5
AAPL icon
Apple
AAPL
+$569K

Sector Composition

1 Technology 24.1%
2 Healthcare 17.94%
3 Consumer Discretionary 12.56%
4 Communication Services 10.96%
5 Industrials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.61%
4,250
-200
52
$1.25M 0.61%
11,400
53
$1.21M 0.58%
12,454
+184
54
$1.17M 0.57%
14,462
+60
55
$1.09M 0.53%
53,150
+12,250
56
$1.07M 0.52%
+11,725
57
$966K 0.47%
18,827
-400
58
$844K 0.41%
13,805
-875
59
$837K 0.41%
+4,350
60
$836K 0.4%
6,175
-2,157
61
$816K 0.39%
3,610
62
$733K 0.35%
1,900
63
$654K 0.32%
+8,996
64
$619K 0.3%
2,150
65
$618K 0.3%
1,505
66
$564K 0.27%
855
67
$560K 0.27%
15,600
-2,250
68
$542K 0.26%
5,950
69
$540K 0.26%
16,050
+400
70
$539K 0.26%
6,609
-367
71
$524K 0.25%
147,950
+6,500
72
$469K 0.23%
1,546
+270
73
$448K 0.22%
3,180
+80
74
$434K 0.21%
4,342
+257
75
$433K 0.21%
+4,852
1 2
3
4