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
$206M
AUM Growth
+$7.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$646K
3
+$528K
4
FSLR icon
First Solar
FSLR
+$274K
5
TSLA icon
Tesla
TSLA
+$234K

Top Sells

1
+$3.26M
2
+$1.58M
3
+$1.54M
4
AVGO icon
Broadcom
AVGO
+$1.07M
5
ETR icon
Entergy
ETR
+$861K

Sector Composition

1 Technology 28.34%
2 Healthcare 18%
3 Consumer Discretionary 13%
4 Communication Services 10.09%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8M 5.25%
55,712
-8,162
2
$7.78M 3.78%
65,025
-1,705
3
$7.2M 3.5%
55,265
-1,330
4
$6.43M 3.13%
44,489
-4,489
5
$6.03M 2.93%
69,500
-12,370
6
$6.01M 2.92%
29,897
-534
7
$5.43M 2.64%
125,752
-884
8
$5.24M 2.55%
18,259
-1,790
9
$5.23M 2.54%
15,357
-545
10
$4.89M 2.38%
139,592
+1,477
11
$4.49M 2.18%
23,632
+1,442
12
$4.44M 2.16%
47,291
-2,125
13
$4.44M 2.16%
52,363
+69
14
$4.31M 2.1%
32,002
-25
15
$4.28M 2.08%
37,076
-75
16
$4.24M 2.06%
48,072
+242
17
$4.17M 2.03%
34,998
+553
18
$4.12M 2%
46,135
+305
19
$4.1M 1.99%
9,172
-37
20
$4.06M 1.97%
13,062
-305
21
$3.91M 1.9%
23,595
+63
22
$3.68M 1.79%
33,625
+5,910
23
$3.67M 1.78%
15,453
-210
24
$3.41M 1.66%
29,983
+834
25
$3.37M 1.64%
56,043
-165
1
2 3 4