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
$207M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$837K
3
+$802K
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$654K
5
PYPL icon
PayPal
PYPL
+$509K

Top Sells

1
+$4.23M
2
+$1.32M
3
+$832K
4
JPM icon
JPMorgan Chase
JPM
+$649K
5
AAPL icon
Apple
AAPL
+$569K

Sector Composition

1 Technology 24.1%
2 Healthcare 17.94%
3 Consumer Discretionary 12.56%
4 Communication Services 10.96%
5 Industrials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.95M 4.81%
51,678
-2,955
2
$8.74M 4.23%
62,565
-1,725
3
$8.01M 3.87%
52,700
-2,465
4
$6.42M 3.1%
18,124
-1,525
5
$6.36M 3.08%
103,273
-21,379
6
$6.01M 2.91%
24,946
-1,927
7
$5.96M 2.88%
36,745
-1,824
8
$5.49M 2.65%
14,590
-887
9
$4.82M 2.33%
33,293
-2,057
10
$4.68M 2.26%
30,820
-2,745
11
$4.55M 2.2%
29,372
-2,540
12
$4.54M 2.2%
48,410
-3,653
13
$4.1M 1.98%
37,617
+1,041
14
$4.08M 1.97%
8,904
-445
15
$3.92M 1.89%
43,386
-2,474
16
$3.88M 1.88%
22,547
-1,641
17
$3.87M 1.87%
14,876
-457
18
$3.81M 1.84%
46,264
-1,906
19
$3.8M 1.84%
34,020
-7,450
20
$3.8M 1.84%
51,325
+1,645
21
$3.78M 1.83%
48,924
-3,901
22
$3.49M 1.69%
10,057
-995
23
$3.47M 1.68%
25,791
-3,890
24
$3.31M 1.6%
12,589
-1,326
25
$3.28M 1.58%
25,020
-1,425
1
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