BCA
Benchmark Capital Advisors Portfolio holdings
AUM
$100M
This Quarter Return
+3.05%
1 Year Return
-0.79%
3 Year Return
+29.21%
5 Year Return
+42.82%
10 Year Return
–
AUM
$128M
AUM Growth
+$1.98M
(+1.6%)
Cap. Flow
-$47.9K
Cap. Flow
% of AUM
-0.04%
Top 10 Holdings %
Top 10 Hldgs %
31.37%
Holding
151
New
11
Increased
25
Reduced
71
Closed
9
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$2.47M |
| 2 |
Macy's
M
|
$1.34M |
| 3 |
Alibaba
BABA
|
$1.03M |
| 4 |
AERI
Aerie Pharmaceuticals, Inc.
AERI
|
$778K |
| 5 |
CORR
CorEnergy Infrastructure Trust, Inc.
CORR
|
$621K |
Top Sells
| 1 |
SPA
Sparton
SPA
|
$2.2M |
| 2 |
General Motors
GM
|
$497K |
| 3 |
Johnson & Johnson
JNJ
|
$390K |
| 4 |
Option Care Health
OPCH
|
$299K |
| 5 |
Amgen
AMGN
|
$280K |
Sector Composition
| 1 | Healthcare | 15.92% |
| 2 | Real Estate | 15.64% |
| 3 | Financials | 12% |
| 4 | Technology | 10.49% |
| 5 | Consumer Discretionary | 7.87% |
