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
+$200K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.39M
3
+$787K
4
CSCO icon
Cisco
CSCO
+$714K
5
JCI icon
Johnson Controls International
JCI
+$633K

Top Sells

1
+$1.98M
2
+$1.89M
3
+$1.05M
4
TEX icon
Terex
TEX
+$870K
5
C icon
Citigroup
C
+$783K

Sector Composition

1 Real Estate 16.44%
2 Healthcare 16.17%
3 Technology 12.26%
4 Financials 9.99%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-17,500
127
– –
-3,200
128
– –
-27,700
129
– –
-10,000
130
– –
-126,176
131
– –
0
132
– –
-2,600
133
$0 ﹤0.01%
58,335
2 3 4 5
6