BIA

Benchmark Investment Advisors Portfolio holdings

AUM $154M
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$6.72M
3
+$4.92M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.82M
5
AMZN icon
Amazon
AMZN
+$3.59M

Top Sells

No sells this quarter

Sector Composition

1 Technology 37.52%
2 Financials 11.47%
3 Healthcare 10.25%
4 Communication Services 10.16%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 1.23%
+2,240
27
$1.39M 1.14%
+8,773
28
$1.39M 1.14%
+10,134
29
$1.36M 1.13%
+8,962
30
$1.29M 1.06%
+5,063
31
$1.24M 1.02%
+7,224
32
$1.22M 1.01%
+2,031
33
$1.22M 1%
+9,216
34
$1.2M 0.99%
+30,386
35
$1.19M 0.98%
+7,534
36
$1.13M 0.93%
+15,680
37
$1.06M 0.87%
+30,324
38
$1.05M 0.87%
+6,100
39
$1.04M 0.86%
+2,729
40
$1.02M 0.84%
+19,573
41
$995K 0.82%
+9,617
42
$932K 0.77%
+23,873
43
$929K 0.77%
+443
44
$917K 0.76%
+16,522
45
$883K 0.73%
+5,698
46
$859K 0.71%
+5,280
47
$836K 0.69%
+11,935
48
$789K 0.65%
+3,104
49
$763K 0.63%
+12,463
50
$724K 0.6%
+14,063
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