BCA

Benchmark Capital Advisors Portfolio holdings

AUM $100M
1-Year Est. Return 0.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-0.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$8.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.17M
3
+$937K
4
GM icon
General Motors
GM
+$886K
5
BKTI icon
BK Technologies
BKTI
+$886K

Top Sells

1
+$1.85M
2
+$1.63M
3
+$1.1M
4
MRK icon
Merck
MRK
+$329K
5
GE icon
GE Aerospace
GE
+$287K

Sector Composition

1 Real Estate 14.53%
2 Healthcare 12.84%
3 Technology 12.2%
4 Financials 9.54%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$0 ﹤0.01%
30,700
-13,000
127
$0 ﹤0.01%
58,335
128
– –
-24,000
2 3 4 5
6