BHA
Beech Hill Advisors Portfolio holdings
AUM
$214M
1-Year Est. Return
23.21%
1 Year Est. Return
+23.21%
AUM
$222M
AUM Growth
-$29.1M
(-12%)
Holding
101
Top Buys
| 1 | +$2.25M | |
| 2 | +$1.44M | |
| 3 | +$645K | |
| 4 |
Advanced Micro Devices
AMD
|
+$337K |
| 5 |
Trade Desk
TTD
|
+$227K |
Top Sells
| 1 | +$4.54M | |
| 2 | +$3.66M | |
| 3 | +$3.36M | |
| 4 |
Uber
UBER
|
+$3.11M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Vanguard Total Stock Market ETF
VTI
$549B
| – | – |
-1,200
|
|