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
101
$212K 0.09%
2,982
102
– –
-10,650
103
– –
-43,703
104
– –
-19,118
1 2 3 4
5