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
$144M
AUM Growth
-$250K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.57M
3
+$1.27M
4
DD
Du Pont De Nemours E I
DD
+$845K
5
CIM
Chimera Investment
CIM
+$820K

Top Sells

1
+$1.9M
2
+$1.6M
3
+$1.21M
4
HES
Hess
HES
+$1.08M
5
NSC icon
Norfolk Southern
NSC
+$1.03M

Sector Composition

1 Technology 13.99%
2 Healthcare 12.29%
3 Real Estate 10.21%
4 Energy 9.45%
5 Financials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$979K 0.68%
24,716
-362
52
$978K 0.68%
14,224
-136
53
$973K 0.68%
50,869
-516
54
$884K 0.61%
24,080
+200
55
$856K 0.59%
33,900
-600
56
$845K 0.59%
+13,268
57
$839K 0.58%
34,900
-8,000
58
$820K 0.57%
+17,867
59
$811K 0.56%
18,300
-1,450
60
$798K 0.55%
11,350
+600
61
$788K 0.55%
73,850
+250
62
$785K 0.55%
60,400
+23,600
63
$749K 0.52%
+4
64
$732K 0.51%
+67,793
65
$648K 0.45%
17,040
-200
66
$645K 0.45%
27,800
-1,500
67
$641K 0.45%
24,835
+50
68
$632K 0.44%
7,630
-2,250
69
$630K 0.44%
47,000
-1,800
70
$619K 0.43%
27,500
71
$601K 0.42%
3,264
+2,092
72
$560K 0.39%
37,500
73
$555K 0.39%
60,750
-1,450
74
$551K 0.38%
8,800
+1,000
75
$550K 0.38%
11,000
1 2
3
4 5