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
76
$537K 0.37%
5,505
+100
77
$525K 0.36%
332,500
+23,622
78
$521K 0.36%
26,160
-200
79
$500K 0.35%
7,075
+1,050
80
$471K 0.33%
62,500
+5,000
81
$459K 0.32%
88,700
-550
82
$437K 0.3%
17,400
-400
83
$423K 0.29%
87
84
– –
0
85
$381K 0.26%
+3,800
86
$373K 0.26%
8,500
-700
87
$361K 0.25%
6,000
-6,800
88
$354K 0.25%
25,600
-3,600
89
$336K 0.23%
4,200
90
$330K 0.23%
34,200
-18,150
91
$330K 0.23%
+7,000
92
$324K 0.23%
5,000
93
$322K 0.22%
18,501
+2,445
94
$313K 0.22%
13,200
95
$294K 0.2%
+3,300
96
$288K 0.2%
4,006
97
$278K 0.19%
20,000
98
$263K 0.18%
7,287
99
$252K 0.18%
24,400
-1,000
100
$242K 0.17%
1,475
2 3
4
5 6