BCA
Benchmark Capital Advisors Portfolio holdings
AUM
$100M
1-Year Return
0.79%
This Quarter Return
+6.81%
1 Year Return
-0.79%
3 Year Return
+29.21%
5 Year Return
+42.82%
10 Year Return
–
AUM
$160M
AUM Growth
+$15.9M
(+11%)
Cap. Flow
+$6.56M
Cap. Flow
% of AUM
4.1%
Top 10 Holdings %
Top 10 Hldgs %
31.05%
Holding
148
New
17
Increased
36
Reduced
37
Closed
18
Top Buys
| 1 |
YHOO
Yahoo Inc
YHOO
|
$3.37M |
| 2 |
SIR
SELECT INCOME REIT
SIR
|
$3.12M |
| 3 |
FUR.PRD
WINTHROP RLTY TR PFD SHS BEN INT SER D 9.25% (OH)
FUR.PRD
|
$1.72M |
| 4 |
WPRT
Westport Fuel Systems
WPRT
|
$1.63M |
| 5 |
KKR & Co
KKR
|
$1.51M |
Top Sells
| 1 |
Qualcomm
QCOM
|
$2.77M |
| 2 |
Ligand Pharmaceuticals
LGND
|
$1.4M |
| 3 |
Western Union
WU
|
$1.03M |
| 4 |
DD
Du Pont De Nemours E I
DD
|
$845K |
| 5 |
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% |