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
$132M
AUM Growth
+$5.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.15M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1.04M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.03M

Top Sells

1
+$2.26M
2
+$2.01M
3
+$1.26M
4
IEV icon
iShares Europe ETF
IEV
+$1.17M
5
NVS icon
Novartis
NVS
+$1.07M

Sector Composition

1 Technology 15.77%
2 Real Estate 14.15%
3 Healthcare 11.54%
4 Financials 11.19%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$426K 0.32%
40,600
+1,000
77
$415K 0.31%
13,675
-125
78
$380K 0.29%
2,705
+350
79
$379K 0.29%
357,269
80
$377K 0.29%
4,440
81
$377K 0.29%
3,150
-500
82
$372K 0.28%
9,300
-1,200
83
$363K 0.27%
15,400
84
$360K 0.27%
2,095
+100
85
$356K 0.27%
3,000
-35
86
$337K 0.25%
15,754
-3,143
87
$334K 0.25%
4,095
+100
88
$330K 0.25%
25,000
89
$328K 0.25%
6,511
+203
90
$325K 0.25%
18,600
+200
91
$318K 0.24%
6,000
92
$299K 0.23%
11,947
-1,500
93
$288K 0.22%
7,000
+1,525
94
$276K 0.21%
10,500
95
$264K 0.2%
2,000
-15,250
96
$261K 0.2%
1,150
97
$260K 0.2%
32,750
-2,900
98
$256K 0.19%
42,500
+17,500
99
$256K 0.19%
10,100
-200
100
$254K 0.19%
+10,690
2 3
4
5 6