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
+$200K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.39M
3
+$787K
4
CSCO icon
Cisco
CSCO
+$714K
5
JCI icon
Johnson Controls International
JCI
+$633K

Top Sells

1
+$1.98M
2
+$1.89M
3
+$1.05M
4
TEX icon
Terex
TEX
+$870K
5
C icon
Citigroup
C
+$783K

Sector Composition

1 Real Estate 16.44%
2 Healthcare 16.17%
3 Technology 12.26%
4 Financials 9.99%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$406K 0.32%
6,500
+500
77
$391K 0.31%
+36,000
78
$390K 0.31%
2,948
-500
79
$384K 0.3%
5,918
+450
80
$380K 0.3%
40,400
+600
81
$371K 0.29%
5,000
82
$359K 0.28%
+5,400
83
$359K 0.28%
4,315
+500
84
$357K 0.28%
+5,600
85
$344K 0.27%
15,400
86
$337K 0.27%
10,000
+2,500
87
$326K 0.26%
27,500
-7,500
88
$315K 0.25%
6,175
+375
89
$313K 0.25%
15,000
-3,500
90
$312K 0.25%
+6,440
91
$312K 0.25%
72,300
+2,500
92
$309K 0.24%
2,480
-50
93
$302K 0.24%
6,770
+702
94
$278K 0.22%
5,775
+400
95
$273K 0.22%
14,500
96
$264K 0.21%
1,915
+15
97
$262K 0.21%
10,300
+200
98
$251K 0.2%
7,000
99
$243K 0.19%
+36,500
100
$241K 0.19%
8,034
-60
2 3
4
5 6