BHA

Beech Hill Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 23.2%
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$837K
3
+$802K
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$654K
5
PYPL icon
PayPal
PYPL
+$509K

Top Sells

1
+$4.23M
2
+$1.32M
3
+$832K
4
JPM icon
JPMorgan Chase
JPM
+$649K
5
AAPL icon
Apple
AAPL
+$569K

Sector Composition

1 Technology 24.1%
2 Healthcare 17.94%
3 Consumer Discretionary 12.56%
4 Communication Services 10.96%
5 Industrials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$415K 0.2%
5,250
-250
77
$414K 0.2%
2,906
78
$405K 0.2%
+2,966
79
$393K 0.19%
1,600
80
$389K 0.19%
31,300
81
$379K 0.18%
1,604
82
$379K 0.18%
10,933
83
$372K 0.18%
7,908
84
$369K 0.18%
3,500
85
$364K 0.18%
+23,348
86
$315K 0.15%
1,904
+500
87
$309K 0.15%
1,564
88
$293K 0.14%
3,250
89
$250K 0.12%
1,005
+110
90
$202K 0.1%
+1,190
91
$158K 0.08%
10,650
92
– –
-1,300
93
– –
-5,136
94
– –
-138,842
1 2 3
4