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
+$200K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.39M
3
+$787K
4
CSCO icon
Cisco
CSCO
+$714K
5
JCI icon
Johnson Controls International
JCI
+$633K

Top Sells

1
+$1.98M
2
+$1.89M
3
+$1.05M
4
TEX icon
Terex
TEX
+$870K
5
C icon
Citigroup
C
+$783K

Sector Composition

1 Real Estate 16.44%
2 Healthcare 16.17%
3 Technology 12.26%
4 Financials 9.99%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 1.11%
44,053
+14,500
27
$1.39M 1.09%
+18,526
28
$1.38M 1.09%
20,850
+250
29
$1.36M 1.08%
140,500
-1,000
30
$1.35M 1.07%
342,892
-3,048
31
$1.33M 1.05%
43,357
-500
32
$1.24M 0.98%
89,054
+3,000
33
$1.2M 0.95%
13,750
+400
34
$1.19M 0.94%
12,660
+32
35
$1.17M 0.93%
26,495
+6,425
36
$1.15M 0.91%
18,864
-210
37
$1.14M 0.9%
24,637
-1,450
38
$1.12M 0.88%
39,210
+5,247
39
$1.1M 0.87%
45,769
-300
40
$1.06M 0.84%
8,221
+1,095
41
$1.06M 0.84%
31,944
-300
42
$960K 0.76%
30,050
+500
43
$861K 0.68%
5,000
44
$815K 0.64%
24,675
+1,900
45
$787K 0.62%
+10,850
46
$714K 0.56%
+22,800
47
$705K 0.56%
42,693
+6,328
48
$704K 0.56%
13,400
-35,925
49
$698K 0.55%
11,905
-247
50
$660K 0.52%
30,850
+1,300
1
2
3 4 5