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
$126M
AUM Growth
+$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1 +$2.66M
2 +$2.33M
3 +$1.31M
4
IEV icon
iShares Europe ETF
IEV
+$840K
5
MPW icon
Medical Properties Trust
MPW
+$530K

Sector Composition

1 Real Estate 16.38%
2 Technology 14.1%
3 Healthcare 13.99%
4 Financials 10.81%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-141,967
127
-25,000
128
$0 ﹤0.01%
58,335