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
$198M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$4.81M
3
+$4.15M
4
SDRL
Seadrill Limited Common Stock
SDRL
+$2.75M
5
GTLS icon
Chart Industries
GTLS
+$2.7M

Top Sells

1
+$3.91M
2
+$3.78M
3
+$3.54M
4
OVV icon
Ovintiv
OVV
+$3.37M
5
F icon
Ford
F
+$2.81M

Sector Composition

1 Energy 20%
2 Healthcare 15.07%
3 Industrials 13.39%
4 Communication Services 12.66%
5 Technology 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$357K 0.18%
7,550
+100
102
$349K 0.18%
10,600
-500
103
$345K 0.17%
29,575
+9,420
104
$337K 0.17%
4,375
-600
105
$329K 0.17%
14,000
-12,000
106
$317K 0.16%
4,000
+1,000
107
$292K 0.15%
+11,125
108
$290K 0.15%
10,700
109
$286K 0.14%
5,826
110
$277K 0.14%
13,700
-500
111
$276K 0.14%
3,040
112
$258K 0.13%
+7,750
113
$258K 0.13%
310
-568
114
$255K 0.13%
7,250
-12,250
115
$253K 0.13%
4,082
-500
116
$251K 0.13%
3,000
117
$247K 0.12%
3,000
118
$245K 0.12%
+6,350
119
$243K 0.12%
9,349
120
$241K 0.12%
+13,000
121
$237K 0.12%
3,432
-1,000
122
$223K 0.11%
1,900
-1,150
123
$222K 0.11%
39,500
-33,200
124
$220K 0.11%
2,920
125
$209K 0.11%
4,000
-1,500
3 4
5
6 7