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
$122M
AUM Growth
+$8.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.21M
3
+$921K
4
BKTI icon
BK Technologies
BKTI
+$888K
5
GM icon
General Motors
GM
+$826K

Top Sells

1
+$1.85M
2
+$1.61M
3
+$1.1M
4
BNBX
BNB Plus Corp
BNBX
+$482K
5
MRK icon
Merck
MRK
+$340K

Sector Composition

1 Real Estate 14.53%
2 Healthcare 12.84%
3 Technology 12.2%
4 Financials 9.54%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$370K 0.3%
3,048
+48
77
$366K 0.3%
5,000
78
$360K 0.29%
12,967
-132
79
$357K 0.29%
28,600
80
$354K 0.29%
59,500
+5,000
81
$350K 0.29%
45,000
-2,500
82
$327K 0.27%
+9,140
83
$322K 0.26%
69,300
-600
84
$319K 0.26%
5,722
+1,012
85
$317K 0.26%
302,100
-130,000
86
$304K 0.25%
171
87
$304K 0.25%
15,900
88
$301K 0.25%
+10,000
89
$297K 0.24%
+3,000
90
$294K 0.24%
4,467
-366
91
$279K 0.23%
4,088
92
$276K 0.23%
2,580
-100
93
$269K 0.22%
8,000
+3,000
94
$265K 0.22%
5,975
-50
95
$264K 0.22%
14,081
-6,069
96
$258K 0.21%
41,900
-1,300
97
$257K 0.21%
2,035
98
$257K 0.21%
10,300
99
$256K 0.21%
9,700
100
$242K 0.2%
3,375
2 3
4
5 6