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
$132M
AUM Growth
+$9.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.6M
3
+$1.09M
4
KKR icon
KKR & Co
KKR
+$946K
5
OHI icon
Omega Healthcare
OHI
+$853K

Top Sells

1
+$3.51M
2
+$873K
3
+$821K
4
SE
Spectra Energy Corp Wi
SE
+$571K
5
BNBX
BNB Plus Corp
BNBX
+$484K

Sector Composition

1 Real Estate 14.91%
2 Technology 12.88%
3 Healthcare 11.14%
4 Financials 10.17%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,000
127
– –
-11,500
128
– –
0
129
– –
-15,578
130
– –
-10,000
131
$0 ﹤0.01%
58,335
2 3 4 5
6