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
$144M
AUM Growth
-$250K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.57M
3
+$1.27M
4
DD
Du Pont De Nemours E I
DD
+$845K
5
CIM
Chimera Investment
CIM
+$820K

Top Sells

1
+$1.9M
2
+$1.6M
3
+$1.21M
4
HES
Hess
HES
+$1.08M
5
NSC icon
Norfolk Southern
NSC
+$1.03M

Sector Composition

1 Technology 13.99%
2 Healthcare 12.29%
3 Real Estate 10.21%
4 Energy 9.45%
5 Financials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.23%
87,334
-666
27
$1.72M 1.19%
48,587
+1,922
28
$1.63M 1.13%
234,916
+17,966
29
$1.61M 1.12%
51,852
-23
30
$1.57M 1.09%
+25,900
31
$1.51M 1.05%
49,190
-934
32
$1.43M 0.99%
25,411
-11,343
33
$1.4M 0.97%
33,342
-6,733
34
$1.39M 0.96%
18,450
+2,000
35
$1.38M 0.96%
11,391
36
$1.34M 0.93%
24,838
37
$1.31M 0.91%
28,650
+850
38
$1.3M 0.9%
85,000
39
$1.28M 0.89%
9,700
-4,000
40
$1.27M 0.89%
+18,433
41
$1.23M 0.86%
191,169
-2,500
42
$1.19M 0.83%
76,150
+28,600
43
$1.18M 0.82%
11,000
-20
44
$1.15M 0.8%
41,902
-216
45
$1.15M 0.8%
29,650
-2,200
46
$1.12M 0.78%
22,900
+7,375
47
$1.06M 0.74%
21,350
+150
48
$1.03M 0.71%
62,800
+100
49
$1.02M 0.71%
175,137
50
$981K 0.68%
102,800
-400
1
2
3 4 5