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
$120M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$696K
3
+$550K
4
BMY icon
Bristol-Myers Squibb
BMY
+$530K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$488K

Top Sells

1
+$2.75M
2
+$2.33M
3
+$1.91M
4
BABA icon
Alibaba
BABA
+$1.86M
5
YHOO
Yahoo Inc
YHOO
+$1.38M

Sector Composition

1 Real Estate 15.82%
2 Technology 13.65%
3 Healthcare 12.07%
4 Financials 9.76%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.86M 6.52%
331,030
-1,660
2
$5.27M 4.37%
90,234
+9,075
3
$5.16M 4.28%
148,043
-9,650
4
$3.88M 3.21%
125,794
-316
5
$3.64M 3.02%
258,023
+3,912
6
$3.37M 2.8%
56,780
+950
7
$2.98M 2.47%
67,133
-1,300
8
$2.92M 2.42%
391,583
-2,500
9
$2.88M 2.38%
141,967
-900
10
$2.87M 2.38%
46,215
+50
11
$2.53M 2.09%
268,971
-7,700
12
$2.44M 2.03%
102,424
-6,100
13
$2.42M 2.01%
157,592
+22,184
14
$2.42M 2.01%
83,668
+24,020
15
$2.41M 2%
196,000
+16,300
16
$2.31M 1.92%
61,125
-2,075
17
$2.27M 1.88%
330,923
+22,442
18
$2.09M 1.73%
249,850
+4,500
19
$2.05M 1.7%
131,576
-6,300
20
$2.05M 1.7%
40,107
21
$2.03M 1.68%
183,251
-7,963
22
$1.95M 1.62%
55,770
-6,200
23
$1.94M 1.61%
63,631
-625
24
$1.73M 1.44%
113,867
-1,000
25
$1.6M 1.33%
105,100
-1,000
1
2 3 4 5