BCA
Benchmark Capital Advisors Portfolio holdings
AUM
$100M
1-Year Return
0.79%
This Quarter Return
+4.57%
1 Year Return
-0.79%
3 Year Return
+29.21%
5 Year Return
+42.82%
10 Year Return
–
AUM
$118M
AUM Growth
-$4.59M
(-3.8%)
Cap. Flow
-$7.25M
Cap. Flow
% of AUM
-6.16%
Top 10 Holdings %
Top 10 Hldgs %
33.63%
Holding
139
New
10
Increased
19
Reduced
60
Closed
18
Top Buys
| 1 |
Alibaba
BABA
|
$1.63M |
| 2 |
CIM
Chimera Investment
CIM
|
$383K |
| 3 |
Kinder Morgan
KMI
|
$357K |
| 4 |
Rockwell Medical
RMTI
|
$332K |
| 5 |
XLRN
Acceleron Pharma Inc.
XLRN
|
$317K |
Top Sells
| 1 |
International Paper
IP
|
$1.83M |
| 2 |
Apple
AAPL
|
$1.63M |
| 3 |
Skyworks Solutions
SWKS
|
$845K |
| 4 |
Cognizant
CTSH
|
$651K |
| 5 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
$536K |
Sector Composition
| 1 | Real Estate | 15.66% |
| 2 | Technology | 14.81% |
| 3 | Healthcare | 11.44% |
| 4 | Financials | 9.48% |
| 5 | Consumer Discretionary | 7.71% |
