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BCA
Benchmark Capital Advisors Portfolio holdings
AUM
$101M
1-Year Est. Return
0.8%
This Fund
S&P 500
This Quarter
Est. Return
+3.49%
1 Year Est. Return
-0.8%
3 Year Est. Return
+29.53%
5 Year Est. Return
+43.22%
10 Year Est. Return
–
AUM
$130M
AUM Growth
–
Cap. Flow
+$129M
Cap. Flow
% of AUM
99.51%
Top 10 Holdings %
Top 10 Hldgs %
26.7%
Holding
143
New
142
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pfizer
PFE
|
+$3.91M |
| 2 |
GE Aerospace
GE
|
+$3.91M |
| 3 |
BK Technologies
BKTI
|
+$3.82M |
| 4 |
GM
GEN MOTORS CORP
GM
|
+$3.65M |
| 5 |
Devon Energy
DVN
|
+$3.33M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 24.14% |
| 2 | Technology | 12.74% |
| 3 | Energy | 11.84% |
| 4 | Real Estate | 10.25% |
| 5 | Healthcare | 8.65% |
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Benchmark Capital Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Benchmark Capital Advisors, which disclosed 143 positions worth $130M. Its ten largest holdings account for 27% of the portfolio.
Its largest position is Pfizer: 141,552 shares worth $3.76M.
By sector, the portfolio is most concentrated in Miscellaneous at 24% of assets, followed by Technology and Energy.
- Benchmark Capital Advisors's largest Q2 2013 buy was Pfizer: 141,552 shares worth $3.76M.
- Benchmark Capital Advisors's ten largest holdings make up 27% of its $130M portfolio in Q2 2013.
- Benchmark Capital Advisors disclosed 143 positions in Q2 2013, its first 13F filing on record.
Based on Benchmark Capital Advisors's 13F filing for Q2 2013, filed 15 Aug 2013.