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
$175M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$759K
3
+$674K
4
ALB icon
Albemarle
ALB
+$344K
5
NSC icon
Norfolk Southern
NSC
+$336K

Top Sells

1
+$2.49M
2
+$2.37M
3
+$2.23M
4
FSLR icon
First Solar
FSLR
+$1.69M
5
XYZ
Block Inc
XYZ
+$1.67M

Sector Composition

1 Technology 25.71%
2 Healthcare 17.54%
3 Consumer Discretionary 16.01%
4 Industrials 9.88%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$306K 0.18%
4,850
+150
77
$298K 0.17%
+11,200
78
$226K 0.13%
1,076
79
$222K 0.13%
1,496
80
$214K 0.12%
3,500
81
$209K 0.12%
3,250
82
$205K 0.12%
32,500
83
– –
-27,195
84
– –
-27,834
85
– –
-1,404
86
– –
-59,624
87
– –
-20,958
88
– –
-18,060
1 2 3
4