BCA
Benchmark Capital Advisors Portfolio holdings
AUM
$100M
This Quarter Return
+0.73%
1 Year Return
-0.79%
3 Year Return
+29.21%
5 Year Return
+42.82%
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(-9%)
Cap. Flow
-$13.7M
Cap. Flow
% of AUM
-11.44%
Top 10 Holdings %
Top 10 Hldgs %
33.97%
Holding
143
New
9
Increased
31
Reduced
57
Closed
13
Top Buys
| 1 |
STEW
SRH Total Return Fund
STEW
|
$1.26M |
| 2 |
Apple
AAPL
|
$696K |
| 3 |
Teva Pharmaceuticals
TEVA
|
$550K |
| 4 |
Bristol-Myers Squibb
BMY
|
$530K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$488K |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$2.75M |
| 2 |
Towne Bank
TOWN
|
$2.33M |
| 3 |
B
Barrick Mining Corporation
B
|
$1.91M |
| 4 |
Alibaba
BABA
|
$1.86M |
| 5 |
YHOO
Yahoo Inc
YHOO
|
$1.38M |
Sector Composition
| 1 | Real Estate | 15.82% |
| 2 | Technology | 13.65% |
| 3 | Healthcare | 12.28% |
| 4 | Financials | 9.55% |
| 5 | Consumer Discretionary | 6.43% |
