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
$180M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.63M
3
+$264K
4
PEP icon
PepsiCo
PEP
+$218K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$213K

Top Sells

1
+$3.4M
2
+$2.07M
3
+$1.26M
4
EXAS icon
Exact Sciences
EXAS
+$789K
5
VZ icon
Verizon
VZ
+$684K

Sector Composition

1 Technology 23.85%
2 Healthcare 19.37%
3 Consumer Discretionary 14.43%
4 Industrials 10.82%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$286K 0.16%
3,500
77
$282K 0.16%
1,300
78
$278K 0.15%
32,500
79
$231K 0.13%
1,076
80
$229K 0.13%
1,564
+68
81
$218K 0.12%
+1,205
82
$213K 0.12%
3,250
83
$213K 0.12%
+1,404
84
$187K 0.1%
11,100
-7,500
85
– –
-18,001
1 2 3
4