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
51
$906K 0.69%
31,725
52
$888K 0.67%
+35,600
53
$886K 0.67%
7,298
+3,200
54
$886K 0.67%
12,800
55
$781K 0.59%
+10,000
56
$760K 0.57%
30,050
57
$747K 0.56%
+22,775
58
$719K 0.54%
34,000
+1,500
59
$702K 0.53%
38,006
-1,487
60
$672K 0.51%
9,650
61
$596K 0.45%
36,166
-2,500
62
$576K 0.44%
6,200
63
$574K 0.43%
18,525
-600
64
$566K 0.43%
24,205
+2,000
65
$553K 0.42%
21,800
66
$536K 0.41%
33,600
+1,000
67
$527K 0.4%
12,299
-1,600
68
$509K 0.38%
6,450
69
$497K 0.38%
19,250
-2,300
70
$474K 0.36%
12,472
71
$472K 0.36%
6,218
+400
72
$460K 0.35%
24,000
73
$440K 0.33%
8,372
-780
74
$429K 0.32%
2,300
75
$429K 0.32%
35,758
-2,414
1 2
3
4 5