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
$126M
AUM Growth
+$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.33M
3
+$1.31M
4
IEV icon
iShares Europe ETF
IEV
+$840K
5
MPW icon
Medical Properties Trust
MPW
+$530K

Top Sells

1
+$2.88M
2
+$813K
3
+$535K
4
FGH
FG Group Holdings Inc.
FGH
+$384K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$356K

Sector Composition

1 Real Estate 16.38%
2 Technology 14.1%
3 Healthcare 13.99%
4 Financials 10.81%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$375K 0.3%
6,000
-1,500
77
$366K 0.29%
5,000
78
$366K 0.29%
5,800
+625
79
$330K 0.26%
15,400
-500
80
$315K 0.25%
3,815
-500
81
$307K 0.24%
2,530
-50
82
$304K 0.24%
14,500
-3,200
83
$301K 0.24%
69,800
+1,500
84
$296K 0.23%
6,068
+323
85
$274K 0.22%
7,000
86
$272K 0.21%
35,000
87
$269K 0.21%
39,800
-1,600
88
$268K 0.21%
+3,200
89
$259K 0.2%
10,100
-200
90
$254K 0.2%
1,300
91
$254K 0.2%
+2,600
92
$252K 0.2%
1,900
93
$251K 0.2%
3,375
-100
94
$248K 0.2%
4,000
+500
95
$245K 0.19%
9,200
-500
96
$241K 0.19%
8,094
-1,414
97
$239K 0.19%
5,375
-600
98
$234K 0.18%
4,320
-133
99
$222K 0.18%
7,500
100
$182K 0.14%
14,000
2 3
4
5 6