BCA
Benchmark Capital Advisors Portfolio holdings
AUM
$100M
This Quarter Return
-1.36%
1 Year Return
-0.79%
3 Year Return
+29.21%
5 Year Return
+42.82%
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(-6.4%)
Cap. Flow
-$6.58M
Cap. Flow
% of AUM
-4.64%
Top 10 Holdings %
Top 10 Hldgs %
31.4%
Holding
138
New
11
Increased
26
Reduced
45
Closed
8
Top Buys
| 1 |
Apple
AAPL
|
$1.66M |
| 2 |
Alibaba
BABA
|
$1.65M |
| 3 |
Meta Platforms (Facebook)
META
|
$1.45M |
| 4 |
AT&T
T
|
$928K |
| 5 |
CCEC
Capital Clean Energy Carriers Corp. Common Share
CCEC
|
$679K |
Top Sells
| 1 |
YHOO
Yahoo Inc
YHOO
|
$2.06M |
| 2 |
Skyworks Solutions
SWKS
|
$1.56M |
| 3 |
Howard Hughes
HHH
|
$1.55M |
| 4 |
General Motors
GM
|
$1.38M |
| 5 |
Devon Energy
DVN
|
$1.19M |
Sector Composition
| 1 | Technology | 15.76% |
| 2 | Real Estate | 11.06% |
| 3 | Healthcare | 9.79% |
| 4 | Financials | 9.24% |
| 5 | Consumer Discretionary | 8.73% |