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
$242M
AUM Growth
+$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.12M
3
+$840K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$740K
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$492K

Top Sells

1
+$3.99M
2
+$1.76M
3
+$1.04M
4
AMAT icon
Applied Materials
AMAT
+$327K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$319K

Sector Composition

1 Technology 25.78%
2 Healthcare 12.86%
3 Communication Services 12.54%
4 Consumer Discretionary 12.19%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$551K 0.23%
3,005
-155
77
$533K 0.22%
5,950
78
$492K 0.2%
+4,040
79
$479K 0.2%
12,050
-4,000
80
$473K 0.2%
7,658
+682
81
$453K 0.19%
33,986
+416
82
$428K 0.18%
1,600
-72
83
$378K 0.16%
7,708
84
$362K 0.15%
1,600
85
$355K 0.15%
10,608
-325
86
$353K 0.15%
142,200
87
$344K 0.14%
1,604
88
$339K 0.14%
3,250
89
$326K 0.13%
+2,083
90
$314K 0.13%
31,300
91
$312K 0.13%
10,119
+375
92
$282K 0.12%
1,906
93
$278K 0.11%
4,700
-300
94
$259K 0.11%
1,496
95
$257K 0.11%
1,474
96
$241K 0.1%
+1,950
97
$224K 0.09%
1,360
+170
98
$223K 0.09%
+2,335
99
$220K 0.09%
+1,110
100
$213K 0.09%
5,558
+270
1 2 3
4
5