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
$145M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1 +$4.8M
2 +$1.94M
3 +$1.35M
4
AERI
Aerie Pharmaceuticals
AERI
+$972K
5
TEX icon
Terex
TEX
+$840K

Sector Composition

1 Technology 15.52%
2 Real Estate 12.44%
3 Energy 10.3%
4 Healthcare 9.41%
5 Financials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-29,850
127
$0 ﹤0.01%
60,335
-22,223