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
-$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.28M
3
+$1.21M
4
VTR icon
Ventas
VTR
+$1.15M
5
AVT icon
Avnet
AVT
+$1.04M

Top Sells

1
+$1.32M
2
+$846K
3
+$626K
4
AMGN icon
Amgen
AMGN
+$609K
5
XPO icon
XPO
XPO
+$376K

Sector Composition

1 Technology 16.51%
2 Healthcare 13.94%
3 Real Estate 13.51%
4 Financials 11.14%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-5,800
127
– –
-5,400
128
– –
-955
129
– –
-11,855
130
– –
-12,200
131
– –
0
132
– –
-22,100
2 3 4 5
6