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
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.41M
3
+$2.18M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.87M
5
NKE icon
Nike
NKE
+$1.83M

Top Sells

1
+$4.08M
2
+$2.12M
3
+$358K
4
QCOM icon
Qualcomm
QCOM
+$273K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$252K

Sector Composition

1 Technology 24.13%
2 Healthcare 14.92%
3 Consumer Discretionary 13.98%
4 Communication Services 11.64%
5 Financials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$483K 0.2%
6,976
+367
77
$481K 0.2%
3,160
-20
78
$469K 0.2%
33,570
+10,222
79
$435K 0.18%
+1,672
80
$409K 0.17%
1,604
81
$405K 0.17%
10,933
82
$399K 0.17%
5,000
-250
83
$393K 0.16%
1,600
84
$392K 0.16%
142,200
-5,750
85
$379K 0.16%
7,708
-200
86
$374K 0.16%
31,300
87
$338K 0.14%
1,906
-1,000
88
$304K 0.13%
3,250
89
$300K 0.12%
+9,744
90
$264K 0.11%
1,474
-430
91
$253K 0.11%
1,496
-68
92
$221K 0.09%
+2,982
93
$209K 0.09%
+5,288
94
$208K 0.09%
1,190
95
$125K 0.05%
10,650
96
– –
-1,005
97
– –
-8,904
98
– –
-8,867
1 2 3
4