BHA

Beech Hill Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 23.21%
This Quarter Est. Return
1 Year Est. Return
+23.21%
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
+$4.88M
2
+$3.62M
3
+$3.21M
4
QCOM icon
Qualcomm
QCOM
+$2.55M
5
FSLR icon
First Solar
FSLR
+$2.05M

Top Sells

1
+$4.65M
2
+$3.17M
3
+$2.57M
4
LH icon
Labcorp
LH
+$2.01M
5
AAPL icon
Apple
AAPL
+$1.94M

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
– –
-3,350
87
– –
-3,000
88
– –
-124,786
89
– –
-10,000
90
– –
-4,200
91
– –
-2,250
1 2 3
4