BHA

Beech Hill Advisors Portfolio holdings

AUM $209M
1-Year Est. Return 25.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.44M
3
+$645K
4
AMD icon
Advanced Micro Devices
AMD
+$337K
5
TTD icon
Trade Desk
TTD
+$227K

Top Sells

1
+$4.54M
2
+$3.66M
3
+$3.36M
4
UBER icon
Uber
UBER
+$3.11M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.85M

Sector Composition

1 Technology 27.66%
2 Communication Services 12.6%
3 Healthcare 12.54%
4 Consumer Discretionary 10.87%
5 Financials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$625K 0.28%
1,471
77
$585K 0.26%
77,000
+9,300
78
$518K 0.23%
6,251
-389
79
$500K 0.22%
3,250
80
$498K 0.22%
1,025
-250
81
$483K 0.22%
36,876
-2,381
82
$457K 0.21%
9,650
-500
83
$435K 0.2%
7,700
84
$419K 0.19%
1,500
85
$339K 0.15%
5,025
-4,025
86
$329K 0.15%
532
-551
87
$301K 0.14%
1,549
88
$259K 0.12%
8,409
-945
89
$243K 0.11%
2,982
90
$239K 0.11%
1,670
-13
91
$236K 0.11%
965
+100
92
$234K 0.11%
2,500
93
$233K 0.11%
1,496
94
$227K 0.1%
+3,150
95
$214K 0.1%
5,167
-335
96
$206K 0.09%
2,547
-245
97
– –
-8,708
98
– –
-2,204
99
– –
-15,273
100
– –
-1,200
1 2 3
4
5