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
$126M
AUM Growth
+$200K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.31M
3
+$743K
4
ABBV icon
AbbVie
ABBV
+$729K
5
JCI icon
Johnson Controls International
JCI
+$611K

Top Sells

1
+$1.98M
2
+$1.67M
3
+$1.07M
4
TEX icon
Terex
TEX
+$870K
5
C icon
Citigroup
C
+$718K

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
– –
0
127
– –
-2,600
128
– –
-17,500
129
– –
-3,200
130
– –
-27,700
131
– –
-10,000
132
– –
-126,176
133
$0 ﹤0.01%
58,335
2 3 4 5
6