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
$242M
AUM Growth
+$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.12M
3
+$840K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$740K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$492K

Top Sells

1
+$3.99M
2
+$1.76M
3
+$1.04M
4
AMAT icon
Applied Materials
AMAT
+$327K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$319K

Sector Composition

1 Technology 25.78%
2 Healthcare 12.86%
3 Communication Services 12.54%
4 Consumer Discretionary 12.19%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.6M 4.81%
60,265
-705
2
$11.4M 4.7%
62,575
-1,750
3
$8.84M 3.65%
41,982
-8,349
4
$8.69M 3.59%
17,235
-415
5
$8.07M 3.33%
34,190
-1,385
6
$7.8M 3.22%
107,342
+5,169
7
$7.53M 3.11%
24,012
-560
8
$6.69M 2.76%
14,976
-284
9
$6.25M 2.58%
31,364
-314
10
$5.91M 2.44%
26,228
-973
11
$5.16M 2.13%
46,875
-1,485
12
$5.05M 2.08%
29,434
+27
13
$4.9M 2.02%
30,520
-800
14
$4.67M 1.93%
37,692
-460
15
$4.62M 1.9%
46,492
+1,885
16
$4.28M 1.77%
30,303
+515
17
$4.24M 1.75%
59,867
-77
18
$4.08M 1.69%
32,420
+565
19
$4.01M 1.66%
5,945
-95
20
$3.97M 1.64%
50,921
+1,180
21
$3.97M 1.64%
19,612
-139
22
$3.8M 1.57%
14,480
-205
23
$3.77M 1.55%
24,774
-884
24
$3.7M 1.53%
14,389
+1,885
25
$3.64M 1.5%
46,205
+113
1
2 3 4 5