BHA

Beech Hill Advisors Portfolio holdings

AUM $209M
1-Year Est. Return 25.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.08M
3
+$4.01M
4
DOW icon
Dow Inc
DOW
+$3.95M
5
PSX icon
Phillips 66
PSX
+$3.72M

Top Sells

1
+$4.33M
2
+$3.87M
3
+$2.53M
4
KHC icon
Kraft Heinz
KHC
+$1.77M
5
PYPL icon
PayPal
PYPL
+$1.33M

Sector Composition

1 Technology 20.53%
2 Healthcare 17.18%
3 Industrials 14.87%
4 Financials 10.31%
5 Energy 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,200
77
– –
-35,876
78
– –
-26,400
79
– –
-27,430
80
– –
-5,153
81
– –
-54,248
82
– –
-42,326
1 2 3
4