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
$206M
AUM Growth
+$7.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$646K
3
+$528K
4
FSLR icon
First Solar
FSLR
+$274K
5
TSLA icon
Tesla
TSLA
+$234K

Top Sells

1
+$3.26M
2
+$1.58M
3
+$1.54M
4
AVGO icon
Broadcom
AVGO
+$1.07M
5
ETR icon
Entergy
ETR
+$861K

Sector Composition

1 Technology 28.34%
2 Healthcare 18%
3 Consumer Discretionary 13%
4 Communication Services 10.09%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$383K 0.19%
2,906
77
$373K 0.18%
10,933
-267
78
$364K 0.18%
1,604
79
$351K 0.17%
1,276
80
$337K 0.16%
1,646
81
$290K 0.14%
1,300
82
$269K 0.13%
1,564
83
$263K 0.13%
3,250
84
$234K 0.11%
+895
85
$222K 0.11%
1,404
86
$174K 0.08%
10,950
87
– –
-16,800
88
– –
-1,160
89
– –
-15,990
1 2 3
4