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
$190M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$4.06M
3
+$2.97M
4
ALB icon
Albemarle
ALB
+$2.7M
5
TAP icon
Molson Coors Class B
TAP
+$2.38M

Top Sells

1
+$4.35M
2
+$3.83M
3
+$3.48M
4
AMZN icon
Amazon
AMZN
+$3.22M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 16.9%
2 Communication Services 15.72%
3 Healthcare 14.9%
4 Industrials 10.68%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-26,868
77
– –
-29,892
78
– –
-25,750
79
– –
-4,989
80
– –
-1,987
81
– –
-5,000
82
– –
-7,500
83
– –
-6,500
84
– –
-1,705
85
– –
-1,827
86
– –
-1,415
87
– –
-5,000
88
– –
-2,850
89
– –
-4,375
90
– –
-195,000
91
– –
-1,500
92
– –
-3,325
93
– –
-2,700
94
– –
-57,445
95
– –
-51,983
96
– –
-3,383
1 2 3
4