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BHA

Beech Hill Advisors Portfolio holdings

AUM $200M
1-Year Est. Return 25.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.13M
3
+$2.83M
4
ELV icon
Elevance Health
ELV
+$1.23M
5
ANTX
Anthem, Inc.
ANTX
+$467K

Top Sells

1
+$4.58M
2
+$4M
3
+$3.74M
4
GILD icon
Gilead Sciences
GILD
+$3.73M
5
TSN icon
Tyson Foods
TSN
+$2.99M

Sector Composition

1 Communication Services 22.87%
2 Healthcare 17.79%
3 Real Estate 15.23%
4 Technology 14.55%
5 Consumer Discretionary 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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– –
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79
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80
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-56,100
81
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-89,000
82
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-42
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-4
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-211,750
86
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-9,910
87
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89
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-6,576
90
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-140,950
91
– –
-73,455
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