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
$242M
AUM Growth
+$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.12M
3
+$840K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$740K
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$492K

Top Sells

1
+$3.99M
2
+$1.76M
3
+$1.04M
4
AMAT icon
Applied Materials
AMAT
+$327K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$319K

Sector Composition

1 Technology 25.78%
2 Healthcare 12.86%
3 Communication Services 12.54%
4 Consumer Discretionary 12.19%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.62%
19,940
+495
52
$1.46M 0.6%
6,044
+499
53
$1.42M 0.58%
4,250
-100
54
$1.39M 0.57%
15,162
-194
55
$1.35M 0.56%
13,439
-455
56
$1.24M 0.51%
8,477
-58
57
$1.12M 0.46%
+7,230
58
$1.12M 0.46%
10,800
-600
59
$1.12M 0.46%
13,097
-355
60
$1.05M 0.43%
14,200
-50
61
$985K 0.41%
14,362
-685
62
$923K 0.38%
8,017
+3,500
63
$921K 0.38%
3,610
64
$841K 0.35%
1,860
-40
65
$841K 0.35%
54,650
+1,500
66
$840K 0.35%
+24,265
67
$744K 0.31%
1,368
-52
68
$740K 0.31%
+18,000
69
$708K 0.29%
15,233
+233
70
$672K 0.28%
2,150
71
$660K 0.27%
1,505
72
$642K 0.26%
755
73
$617K 0.25%
5,915
-173
74
$596K 0.25%
6,433
-35
75
$564K 0.23%
1,546
1 2
3
4 5