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
$126M
AUM Growth
+$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.33M
3
+$1.31M
4
IEV icon
iShares Europe ETF
IEV
+$840K
5
MPW icon
Medical Properties Trust
MPW
+$530K

Top Sells

1
+$2.88M
2
+$813K
3
+$535K
4
FGH
FG Group Holdings Inc.
FGH
+$384K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$356K

Sector Composition

1 Real Estate 16.38%
2 Technology 14.1%
3 Healthcare 13.99%
4 Financials 10.81%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 1.24%
86,728
-1,600
27
$1.5M 1.19%
105,100
28
$1.33M 1.05%
43,857
-200
29
$1.32M 1.04%
141,500
+500
30
$1.31M 1.04%
+20,600
31
$1.23M 0.97%
29,553
+2,550
32
$1.2M 0.95%
13,350
-625
33
$1.18M 0.93%
26,087
-1,050
34
$1.16M 0.91%
19,074
+3,302
35
$1.15M 0.91%
86,054
+8,000
36
$1.09M 0.86%
46,069
-600
37
$1.07M 0.84%
33,963
-1,508
38
$1.03M 0.82%
32,244
+1,600
39
$1.02M 0.8%
7,126
-97
40
$965K 0.76%
9,215
41
$924K 0.73%
29,550
-2,300
42
$870K 0.69%
27,700
-1,100
43
$840K 0.66%
+20,070
44
$820K 0.65%
5,000
-8
45
$751K 0.59%
22,775
-1,200
46
$750K 0.59%
3
47
$721K 0.57%
32,500
48
$698K 0.55%
12,152
-534
49
$656K 0.52%
29,550
-2,300
50
$599K 0.47%
24,100
1
2
3 4 5