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
$132M
AUM Growth
+$5.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.15M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1.04M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.03M

Top Sells

1
+$2.26M
2
+$2.01M
3
+$1.26M
4
IEV icon
iShares Europe ETF
IEV
+$1.17M
5
NVS icon
Novartis
NVS
+$1.07M

Sector Composition

1 Technology 15.77%
2 Real Estate 14.15%
3 Healthcare 11.54%
4 Financials 11.19%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.03M 5.32%
151,964
+22,500
2
$5.49M 4.15%
296,990
-5,905
3
$4.43M 3.35%
178,463
+7,950
4
$4.21M 3.18%
403,519
+14,700
5
$4.12M 3.12%
104,593
-6,500
6
$3.99M 3.02%
40,465
-2,300
7
$3.29M 2.49%
95,624
-7,167
8
$3.1M 2.35%
11
9
$3.06M 2.31%
241,717
-2,422
10
$3.05M 2.31%
217,250
-5,300
11
$2.72M 2.06%
233,297
-10,144
12
$2.68M 2.03%
263,371
-13,100
13
$2.36M 1.79%
35,000
+5,400
14
$2.28M 1.73%
45,950
+700
15
$2.19M 1.66%
39,550
-40,800
16
$2.13M 1.61%
57,000
-3,000
17
$1.87M 1.41%
9,625
+5,825
18
$1.84M 1.39%
27,525
-1,945
19
$1.78M 1.34%
73,286
+8,892
20
$1.73M 1.31%
32,130
-2,900
21
$1.72M 1.3%
31,410
-1,667
22
$1.71M 1.29%
38,803
-1,700
23
$1.7M 1.29%
28,350
-2,100
24
$1.68M 1.27%
+29,082
25
$1.6M 1.21%
39,123
-5,400
1
2 3 4 5