BCA
Benchmark Capital Advisors Portfolio holdings
AUM
$100M
1-Year Return
0.79%
This Quarter Return
+4.23%
1 Year Return
-0.79%
3 Year Return
+29.21%
5 Year Return
+42.82%
10 Year Return
–
AUM
$152M
AUM Growth
+$2.9M
(+2%)
Cap. Flow
-$1.46M
Cap. Flow
% of AUM
-0.96%
Top 10 Holdings %
Top 10 Hldgs %
33.69%
Holding
135
New
10
Increased
35
Reduced
47
Closed
8
Top Buys
| 1 |
Tapestry
TPR
|
$2.86M |
| 2 |
Global Ship Lease
GSL
|
$1.31M |
| 3 |
YHOO
Yahoo Inc
YHOO
|
$980K |
| 4 |
Pfizer
PFE
|
$751K |
| 5 |
Sanofi
SNY
|
$742K |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$3.12M |
| 2 |
Apple
AAPL
|
$2.62M |
| 3 |
AERI
Aerie Pharmaceuticals, Inc.
AERI
|
$978K |
| 4 |
Vodafone
VOD
|
$929K |
| 5 |
PCYC
PHARMACYCLICS INC
PCYC
|
$917K |
Sector Composition
| 1 | Technology | 15.88% |
| 2 | Real Estate | 12.45% |
| 3 | Consumer Discretionary | 9.57% |
| 4 | Financials | 8.68% |
| 5 | Energy | 8.67% |
