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
$139M
AUM Growth
+$9.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.47M
3
+$2.05M
4
PCYC
PHARMACYCLICS INC
PCYC
+$1.71M
5
META icon
Meta Platforms (Facebook)
META
+$1.45M

Top Sells

1
+$1.98M
2
+$1.74M
3
+$1.39M
4
NEM icon
Newmont
NEM
+$860K
5
MSFT icon
Microsoft
MSFT
+$835K

Sector Composition

1 Energy 12.55%
2 Technology 10.62%
3 Healthcare 9.81%
4 Consumer Discretionary 8.52%
5 Real Estate 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$845K 0.61%
23,580
+300
52
$830K 0.6%
21,900
+15,900
53
$789K 0.57%
14,189
-369
54
$780K 0.56%
23,200
-200
55
$775K 0.56%
11,150
+400
56
$767K 0.55%
30,400
+200
57
$763K 0.55%
15,900
+2,500
58
$758K 0.54%
13,900
+900
59
$735K 0.53%
19,709
+110
60
$716K 0.51%
37,020
-1,054
61
$709K 0.51%
9,480
-6,700
62
$687K 0.49%
26,185
-200
63
$678K 0.49%
+6,500
64
$677K 0.49%
14,625
-75
65
$674K 0.48%
29,300
-1,000
66
$653K 0.47%
65,500
+45,500
67
$612K 0.44%
39,200
-2,000
68
$601K 0.43%
51,100
+1,000
69
$591K 0.42%
195,669
70
$588K 0.42%
16,219
-64
71
$577K 0.41%
17,400
72
$575K 0.41%
64,300
73
$554K 0.4%
17,712
74
$535K 0.38%
11,000
75
$517K 0.37%
37,500
1 2
3
4 5