BCA
Benchmark Capital Advisors Portfolio holdings
AUM
$100M
This Quarter Return
+3.37%
1 Year Return
-0.79%
3 Year Return
+29.21%
5 Year Return
+42.82%
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(+2.7%)
Cap. Flow
+$2.4M
Cap. Flow
% of AUM
1.61%
Top 10 Holdings %
Top 10 Hldgs %
32.9%
Holding
143
New
16
Increased
27
Reduced
48
Closed
18
Top Buys
| 1 |
CVA
Covanta Holding Corporation
CVA
|
$4.27M |
| 2 |
International Paper
IP
|
$2.53M |
| 3 |
Towne Bank
TOWN
|
$1.14M |
| 4 |
Vodafone
VOD
|
$929K |
| 5 |
Baxter International
BAX
|
$901K |
Top Sells
Sector Composition
| 1 | Technology | 15.84% |
| 2 | Real Estate | 12.39% |
| 3 | Healthcare | 9.44% |
| 4 | Financials | 8.99% |
| 5 | Energy | 8.8% |