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
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.41M
3
+$2.18M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.87M
5
NKE icon
Nike
NKE
+$1.83M

Top Sells

1
+$4.08M
2
+$2.12M
3
+$358K
4
QCOM icon
Qualcomm
QCOM
+$273K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$252K

Sector Composition

1 Technology 24.13%
2 Healthcare 14.92%
3 Consumer Discretionary 13.98%
4 Communication Services 11.64%
5 Financials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11M 4.57%
60,970
+8,270
2
$9.71M 4.03%
64,325
+1,760
3
$8.63M 3.59%
50,331
-1,347
4
$8.57M 3.56%
17,650
-474
5
$7.87M 3.27%
102,173
-1,100
6
$7.68M 3.19%
24,572
-374
7
$7.34M 3.05%
35,575
-1,170
8
$6.42M 2.67%
15,260
+670
9
$5.46M 2.27%
44,607
+1,221
10
$5.36M 2.23%
31,678
-1,615
11
$5.36M 2.23%
29,407
+35
12
$5.03M 2.09%
38,152
+535
13
$4.9M 2.04%
48,360
-50
14
$4.59M 1.91%
27,201
+4,654
15
$4.52M 1.88%
49,741
+817
16
$4.39M 1.82%
31,855
+1,035
17
$4.15M 1.73%
31,320
-2,700
18
$4.1M 1.7%
14,685
-191
19
$4.02M 1.67%
46,092
-172
20
$3.99M 1.66%
43,703
+23,820
21
$3.96M 1.64%
19,751
+2,720
22
$3.84M 1.6%
10,012
-45
23
$3.83M 1.59%
59,944
+37,729
24
$3.77M 1.56%
12,504
-85
25
$3.74M 1.55%
29,788
+26,288
1
2 3 4