BCA
Benchmark Capital Advisors Portfolio holdings
AUM
$100M
1-Year Est. Return
0.79%
1 Year Est. Return
-0.79%
AUM
$133M
AUM Growth
+$870K
(+0.66%)
Holding
141
Top Buys
| 1 | +$1.25M | |
| 2 | +$1.12M | |
| 3 | +$538K | |
| 4 |
Apple
AAPL
|
+$500K |
| 5 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
+$382K |
Top Sells
| 1 | +$1.73M | |
| 2 | +$1.36M | |
| 3 | +$1.35M | |
| 4 |
SIR
SELECT INCOME REIT
SIR
|
+$1.32M |
| 5 |
Roku
ROKU
|
+$1.17M |
Sector Composition
| 1 | Technology | 16.86% |
| 2 | Real Estate | 13.26% |
| 3 | Healthcare | 12.78% |
| 4 | Financials | 11.87% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.27B
| – | – |
-12,299
|
|
||
127
WisdomTree Japan Hedged Equity Fund
DXJ
$4.91B
| – | – |
-32,130
|
|
||
|
128
Roku
ROKU
$15.6B
| – | – |
-27,414
|
|
||
129
Tapestry
TPR
$24.2B
| – | – |
-29,070
|
|
||
|
GM.WS.B
130
DELISTED
General Motors Company
GM.WS.B
| – | – |
0
|
|
||
|
SIR
131
DELISTED
SELECT INCOME REIT
SIR
| – | – |
-133,201
|
|
||
|
GNH
132
DELISTED
GLOBAL ENERGY HOLDINGS GROUP INC COM STK
GNH
| – | – |
-69,447
|
|