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
$132M
AUM Growth
+$5.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.15M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1.04M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.03M

Top Sells

1
+$2.26M
2
+$2.01M
3
+$1.26M
4
IEV icon
iShares Europe ETF
IEV
+$1.17M
5
NVS icon
Novartis
NVS
+$1.07M

Sector Composition

1 Technology 15.77%
2 Real Estate 14.15%
3 Healthcare 11.54%
4 Financials 11.19%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 1.2%
28,500
+18,500
27
$1.48M 1.12%
25,900
+2,700
28
$1.47M 1.11%
143,400
-3,000
29
$1.45M 1.1%
87,700
-3,000
30
$1.41M 1.07%
221,700
31
$1.36M 1.03%
29,070
-1,000
32
$1.34M 1.01%
27,050
+3,700
33
$1.32M 1%
33,770
34
$1.32M 1%
133,201
-10,465
35
$1.24M 0.94%
68,628
-700
36
$1.2M 0.91%
31,868
-1,300
37
$1.17M 0.88%
27,414
+18,100
38
$1.15M 0.87%
338,315
+7,570
39
$1.15M 0.87%
+44,560
40
$1.13M 0.85%
17,324
+6,875
41
$1.08M 0.82%
36,507
-1,800
42
$1.08M 0.81%
44,244
-800
43
$1.07M 0.81%
96,235
+21,143
44
$1.05M 0.79%
82,294
-760
45
$1.03M 0.78%
41,238
-2,264
46
$1.03M 0.78%
43,969
-3,200
47
$1.02M 0.77%
11,925
48
$999K 0.76%
23,300
-1,500
49
$954K 0.72%
5,140
-1,000
50
$938K 0.71%
8,950
+300
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