BHA

Beech Hill Advisors Portfolio holdings

AUM $209M
1-Year Est. Return 25.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.44M
3
+$645K
4
AMD icon
Advanced Micro Devices
AMD
+$337K
5
TTD icon
Trade Desk
TTD
+$227K

Top Sells

1
+$4.54M
2
+$3.66M
3
+$3.36M
4
UBER icon
Uber
UBER
+$3.11M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.85M

Sector Composition

1 Technology 27.66%
2 Communication Services 12.6%
3 Healthcare 12.54%
4 Consumer Discretionary 10.87%
5 Financials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.85M 3.98%
11,984
-4,549
2
$7.86M 3.54%
35,831
-20,677
3
$7.6M 3.42%
43,147
-16,145
4
$6.53M 2.94%
23,704
-13,278
5
$6.52M 2.94%
69,910
-33,291
6
$6.33M 2.85%
12,717
-4,083
7
$5.91M 2.66%
28,802
-10,117
8
$5M 2.25%
22,863
-9,262
9
$4.65M 2.09%
13,026
-4,215
10
$4.61M 2.08%
24,852
-2,291
11
$4.6M 2.07%
37,112
-11,464
12
$4.48M 2.02%
24,495
-9,477
13
$4.48M 2.02%
29,970
+4,310
14
$4.37M 1.97%
32,640
-18,650
15
$3.97M 1.79%
24,915
-7,861
16
$3.85M 1.73%
13,075
-1,900
17
$3.77M 1.7%
21,633
-5,146
18
$3.73M 1.68%
29,444
-470
19
$3.71M 1.67%
23,499
-8,068
20
$3.69M 1.66%
29,891
-12,723
21
$3.57M 1.61%
21,574
-5,242
22
$3.57M 1.6%
21,142
-8,570
23
$3.5M 1.57%
12,057
-2,496
24
$3.26M 1.47%
37,382
-10,418
25
$3.2M 1.44%
8,717
-1,061
1
2 3 4 5