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
$241M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1 +$4.36M
2 +$3.44M
3 +$2.9M
4
QCOM icon
Qualcomm
QCOM
+$2.77M
5
FSLR icon
First Solar
FSLR
+$2.15M

Top Sells

1 +$4.65M
2 +$3.16M
3 +$2.53M
4
AAPL icon
Apple
AAPL
+$2.04M
5
LH icon
Labcorp
LH
+$1.84M

Sector Composition

1 Technology 30.89%
2 Healthcare 19.14%
3 Consumer Discretionary 13.52%
4 Communication Services 9.4%
5 Financials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$273K 0.11%
+3,000
77
$269K 0.11%
3,750
78
$264K 0.11%
4,200
-120
79
$246K 0.1%
3,500
80
$244K 0.1%
656
81
$240K 0.1%
1,525
-358
82
$230K 0.1%
25,500
83
$228K 0.09%
200
84
$220K 0.09%
+4,500
85
$209K 0.09%
3,625
-1,900
86
-4,200
87
-10,000
88
-124,786
89
-2,250
90
-3,000
91
-3,350