BCA
Benchmark Capital Advisors Portfolio holdings
AUM
$100M
1-Year Return
0.79%
This Quarter Return
-8.64%
1 Year Return
-0.79%
3 Year Return
+29.21%
5 Year Return
+42.82%
10 Year Return
–
AUM
$122M
AUM Growth
-$19.7M
(-14%)
Cap. Flow
-$6.65M
Cap. Flow
% of AUM
-5.43%
Top 10 Holdings %
Top 10 Hldgs %
31.82%
Holding
138
New
8
Increased
44
Reduced
33
Closed
10
Top Buys
| 1 |
Medical Properties Trust
MPW
|
$1.95M |
| 2 |
Apple
AAPL
|
$821K |
| 3 |
Ventas
VTR
|
$555K |
| 4 |
SE
Spectra Energy Corp Wi
SE
|
$468K |
| 5 |
ProShares UltraShort S&P500
SDS
|
$409K |
Top Sells
| 1 |
CORE
Core Mark Holding Co., Inc.
CORE
|
$4.64M |
| 2 |
Alibaba
BABA
|
$1.65M |
| 3 |
Wells Fargo
WFC
|
$1.53M |
| 4 |
Sarepta Therapeutics
SRPT
|
$1.15M |
| 5 |
Eaton
ETN
|
$1.1M |
Sector Composition
| 1 | Technology | 17.32% |
| 2 | Real Estate | 14.42% |
| 3 | Healthcare | 9.44% |
| 4 | Financials | 8.59% |
| 5 | Consumer Discretionary | 7.1% |
