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
$142M
AUM Growth
-$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1 +$1.66M
2 +$1.65M
3 +$1.45M
4
T icon
AT&T
T
+$928K
5
CCEC
Capital Clean Energy Carriers
CCEC
+$679K

Top Sells

1 +$2.06M
2 +$1.56M
3 +$1.55M
4
GM icon
General Motors
GM
+$1.38M
5
DVN icon
Devon Energy
DVN
+$1.19M

Sector Composition

1 Technology 15.76%
2 Real Estate 11.06%
3 Healthcare 9.75%
4 Financials 9.28%
5 Consumer Discretionary 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-11,500
127
$0 ﹤0.01%
25,000
128
$0 ﹤0.01%
58,335