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
$241M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.41M
3
+$2.18M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.87M
5
NKE icon
Nike
NKE
+$1.83M

Top Sells

1
+$4.08M
2
+$2.12M
3
+$358K
4
QCOM icon
Qualcomm
QCOM
+$273K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$252K

Sector Composition

1 Technology 24.13%
2 Healthcare 14.92%
3 Consumer Discretionary 13.98%
4 Communication Services 11.64%
5 Financials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.73%
4,175
-600
52
$1.59M 0.66%
4,350
+100
53
$1.44M 0.6%
37,060
+385
54
$1.41M 0.59%
15,356
+3,631
55
$1.34M 0.56%
13,894
+1,440
56
$1.3M 0.54%
11,400
57
$1.26M 0.52%
8,535
+5,569
58
$1.21M 0.5%
53,150
59
$1.1M 0.46%
15,047
+585
60
$1.1M 0.46%
13,452
+4,456
61
$1.04M 0.43%
19,118
+291
62
$952K 0.4%
14,250
+445
63
$935K 0.39%
3,610
64
$813K 0.34%
6,088
-87
65
$794K 0.33%
1,900
66
$743K 0.31%
+1,420
67
$699K 0.29%
1,505
68
$680K 0.28%
15,000
-600
69
$614K 0.26%
6,468
+1,616
70
$611K 0.25%
2,150
71
$609K 0.25%
16,050
72
$608K 0.25%
5,950
73
$553K 0.23%
755
-100
74
$525K 0.22%
4,517
+175
75
$521K 0.22%
1,546
1 2
3
4