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
$122M
AUM Growth
+$8.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.21M
3
+$921K
4
BKTI icon
BK Technologies
BKTI
+$888K
5
GM icon
General Motors
GM
+$826K

Top Sells

1
+$1.85M
2
+$1.61M
3
+$1.1M
4
BNBX
BNB Plus Corp
BNBX
+$482K
5
MRK icon
Merck
MRK
+$340K

Sector Composition

1 Real Estate 14.53%
2 Healthcare 12.84%
3 Technology 12.2%
4 Financials 9.54%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 1.23%
45,157
-700
27
$1.43M 1.16%
59,648
-4,216
28
$1.42M 1.16%
107,100
-2,500
29
$1.27M 1.04%
79,922
-3,100
30
$1.25M 1.02%
38,924
-1,153
31
$1.21M 0.99%
+14,275
32
$1.2M 0.98%
29,213
+13,513
33
$1.19M 0.97%
62,150
-7,200
34
$1.17M 0.95%
35,704
+1,009
35
$1.15M 0.94%
7,630
-1,968
36
$1.14M 0.93%
31,403
-2,800
37
$1.09M 0.89%
78,254
+200
38
$1.07M 0.87%
22,650
+2,000
39
$1.03M 0.84%
18,208
+1,500
40
$977K 0.8%
47,369
-600
41
$963K 0.79%
54,700
+4,200
42
$921K 0.75%
+17,648
43
$873K 0.71%
15,877
-6,178
44
$860K 0.7%
33,600
+1,300
45
$856K 0.7%
9,215
46
$852K 0.69%
69,081
-3,220
47
$821K 0.67%
+17,715
48
$777K 0.63%
15,469
+1,494
49
$683K 0.56%
31,500
-1,500
50
$664K 0.54%
35,000
1
2
3 4 5