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
$214M
AUM Growth
-$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$418K
3 +$364K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$363K
5
TSLA icon
Tesla
TSLA
+$298K

Top Sells

1 +$2.68M
2 +$2.54M
3 +$2.32M
4
EXAS icon
Exact Sciences
EXAS
+$2.15M
5
KVUE icon
Kenvue
KVUE
+$1.84M

Sector Composition

1 Technology 28.47%
2 Healthcare 13.19%
3 Communication Services 11.18%
4 Consumer Discretionary 11.14%
5 Financials 7.5%

No holdings matched the selected filter criteria.