BCA

Benchmark Capital Advisors Portfolio holdings

AUM $100M
1-Year Est. Return 0.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-0.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1 +$3.35M
2 +$3.13M
3 +$1.75M
4
KKR icon
KKR & Co
KKR
+$1.45M
5
WPRT
Westport Fuel Systems
WPRT
+$1.35M

Top Sells

1 +$2.78M
2 +$1.4M
3 +$1.03M
4
DD
Du Pont De Nemours E I
DD
+$845K
5
TEX icon
Terex
TEX
+$811K

Sector Composition

1 Energy 12.85%
2 Real Estate 11.97%
3 Technology 11.92%
4 Healthcare 9.61%
5 Financials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-33,342