BHA

Beech Hill Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 23.21%
This Quarter Est. Return
1 Year Est. Return
+23.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$3.62M
3
+$3.21M
4
QCOM icon
Qualcomm
QCOM
+$2.55M
5
FSLR icon
First Solar
FSLR
+$2.05M

Top Sells

1
+$4.65M
2
+$3.17M
3
+$2.57M
4
LH icon
Labcorp
LH
+$2.01M
5
AAPL icon
Apple
AAPL
+$1.94M

Sector Composition

1 Technology 30.89%
2 Healthcare 19.14%
3 Consumer Discretionary 13.52%
4 Communication Services 9.4%
5 Financials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.99M 4.15%
64,600
+2,920
2
$9.72M 4.03%
79,607
-15,907
3
$8.4M 3.49%
133,083
+13,983
4
$7.72M 3.2%
74,840
-740
5
$7.33M 3.04%
55,304
+19,224
6
$7.26M 3.01%
133,236
+3,786
7
$6.83M 2.83%
51,151
-4,678
8
$6.61M 2.74%
127,852
+2,081
9
$6.41M 2.66%
27,193
-114
10
$6.33M 2.62%
21,477
+1,222
11
$6.09M 2.53%
81,757
-17,818
12
$6.06M 2.51%
82,407
+3,799
13
$6M 2.49%
55,419
-1,715
14
$5.36M 2.23%
26,464
-216
15
$5.22M 2.17%
120,055
-1,715
16
$5.12M 2.12%
141,256
+1,656
17
$5.05M 2.1%
108,970
-68,400
18
$4.88M 2.02%
+28,340
19
$4.85M 2.01%
21,643
+428
20
$4.21M 1.75%
13,796
+10,525
21
$4.19M 1.74%
38,343
-302
22
$4.09M 1.69%
31,009
+854
23
$3.97M 1.65%
16,365
-160
24
$3.96M 1.64%
24,094
-15,645
25
$3.96M 1.64%
9,441
+1,055
1
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