BCA

Benchmark Capital Advisors Portfolio holdings

AUM $100M
1-Year Est. Return 0.79%
This Quarter Est. Return
1 Year Est. Return
-0.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$9.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.47M
3
+$2.05M
4
PCYC
PHARMACYCLICS INC
PCYC
+$1.71M
5
META icon
Meta Platforms (Facebook)
META
+$1.45M

Top Sells

1
+$1.98M
2
+$1.74M
3
+$1.39M
4
NEM icon
Newmont
NEM
+$860K
5
MSFT icon
Microsoft
MSFT
+$835K

Sector Composition

1 Energy 12.55%
2 Technology 10.62%
3 Healthcare 9.81%
4 Consumer Discretionary 8.52%
5 Real Estate 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 1.12%
184,650
-40,100
27
$1.55M 1.11%
27,500
+11,150
28
$1.53M 1.1%
51,324
29
$1.51M 1.08%
222,110
+13,700
30
$1.46M 1.05%
102,554
31
$1.45M 1.04%
+28,845
32
$1.45M 1.04%
5,990
+400
33
$1.37M 0.98%
+188,200
34
$1.28M 0.92%
43,125
+3,975
35
$1.25M 0.9%
167,129
+73,529
36
$1.24M 0.89%
11,391
+1,071
37
$1.16M 0.83%
42,618
+1,461
38
$1.14M 0.82%
61,300
+8,200
39
$1.11M 0.8%
100,600
-200
40
$1.11M 0.8%
16,100
+4,500
41
$1.11M 0.8%
55,452
42
$1.1M 0.79%
65,000
+1,700
43
$1.02M 0.73%
21,650
-400
44
$981K 0.7%
21,589
-1,257
45
$972K 0.7%
127,882
+18,412
46
$964K 0.69%
11,160
-20
47
$944K 0.68%
179,137
48
$936K 0.67%
103,200
+1,000
49
$894K 0.64%
+23,220
50
$862K 0.62%
11,150
-500
1
2
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