BCA
Benchmark Capital Advisors Portfolio holdings
AUM
$100M
This Quarter Return
+1.34%
1 Year Return
-0.79%
3 Year Return
+29.21%
5 Year Return
+42.82%
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(+0.16%)
Cap. Flow
+$1.74M
Cap. Flow
% of AUM
1.38%
Top 10 Holdings %
Top 10 Hldgs %
31.07%
Holding
147
New
23
Increased
40
Reduced
43
Closed
7
Top Buys
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$1.99M |
| 2 |
Novartis
NVS
|
$1.39M |
| 3 |
AbbVie
ABBV
|
$787K |
| 4 |
Cisco
CSCO
|
$714K |
| 5 |
Johnson Controls International
JCI
|
$633K |
Top Sells
| 1 |
CVA
Covanta Holding Corporation
CVA
|
$1.98M |
| 2 |
AERI
Aerie Pharmaceuticals, Inc.
AERI
|
$1.89M |
| 3 |
Apple
AAPL
|
$1.05M |
| 4 |
Terex
TEX
|
$870K |
| 5 |
Citigroup
C
|
$783K |
Sector Composition
| 1 | Real Estate | 16.44% |
| 2 | Healthcare | 16.24% |
| 3 | Technology | 12.26% |
| 4 | Financials | 9.92% |
| 5 | Consumer Discretionary | 6.3% |
