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
$120M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$696K
3
+$550K
4
BMY icon
Bristol-Myers Squibb
BMY
+$530K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$488K

Top Sells

1
+$2.75M
2
+$2.33M
3
+$1.91M
4
BABA icon
Alibaba
BABA
+$1.86M
5
YHOO
Yahoo Inc
YHOO
+$1.38M

Sector Composition

1 Real Estate 15.82%
2 Technology 13.65%
3 Healthcare 12.07%
4 Financials 9.76%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$582K 0.48%
25,305
52
$561K 0.47%
24,100
53
$528K 0.44%
5,175
54
$526K 0.44%
13,000
-150
55
$515K 0.43%
392,969
+49,500
56
$507K 0.42%
24,000
-7,500
57
$490K 0.41%
7,500
58
$465K 0.39%
33,000
59
$465K 0.39%
20,897
-3,469
60
$458K 0.38%
27,600
-1,000
61
$457K 0.38%
53,650
-2,000
62
$454K 0.38%
3,950
-23,930
63
$454K 0.38%
30,000
+6,000
64
$442K 0.37%
4,035
-3,000
65
$432K 0.36%
+2,500
66
$431K 0.36%
6,800
-500
67
$423K 0.35%
83,500
+24,000
68
$414K 0.34%
5,000
69
$397K 0.33%
3,448
70
$384K 0.32%
48,000
71
$383K 0.32%
41,400
-500
72
$361K 0.3%
19,000
-1,500
73
$356K 0.3%
4,315
74
$349K 0.29%
9,349
-6,000
75
$347K 0.29%
17,700
-450
1 2
3
4 5