BCA

Benchmark Capital Advisors Portfolio holdings

AUM $100M
1-Year Est. Return 0.79%
This Quarter Est. Return
1 Year Est. Return
-0.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$5.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.15M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1.04M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.03M

Top Sells

1
+$2.26M
2
+$2.01M
3
+$1.26M
4
IEV icon
iShares Europe ETF
IEV
+$1.17M
5
NVS icon
Novartis
NVS
+$1.07M

Sector Composition

1 Technology 15.77%
2 Real Estate 14.15%
3 Healthcare 11.54%
4 Financials 11.19%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$253K 0.19%
4,600
+300
102
$244K 0.18%
+1,800
103
$244K 0.18%
20,957
-5,000
104
$235K 0.18%
+10,000
105
$234K 0.18%
4,000
106
$233K 0.18%
60,300
-4,000
107
$225K 0.17%
2,700
-400
108
$220K 0.17%
+3,000
109
$210K 0.16%
16,600
110
$205K 0.16%
+3,000
111
$204K 0.15%
8,206
112
$145K 0.11%
12,500
-2,500
113
$127K 0.1%
238
114
$111K 0.08%
4,300
-367
115
$107K 0.08%
40,500
-30,000
116
$99K 0.07%
3,946
-640
117
– –
0
118
$60K 0.05%
5,669
119
$27K 0.02%
3,627
-40
120
$3K ﹤0.01%
74,000
121
– –
-5,000
122
– –
-2,400
123
– –
-25,045
124
– –
-13,900
125
– –
-1,384
2 3 4
5
6