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
$133M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$940K
3
+$894K
4
ADSK icon
Autodesk
ADSK
+$594K
5
DIS icon
Walt Disney
DIS
+$584K

Top Sells

1
+$1.31M
2
+$702K
3
+$481K
4
FIS icon
Fidelity National Information Services
FIS
+$443K
5
MET icon
MetLife
MET
+$443K

Sector Composition

1 Technology 33.33%
2 Healthcare 10.56%
3 Communication Services 9.29%
4 Financials 9.09%
5 Consumer Discretionary 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 1.27%
15,612
-841
27
$1.5M 1.13%
8,471
+1,247
28
$1.45M 1.09%
3,489
-136
29
$1.37M 1.03%
9,957
+4,259
30
$1.34M 1.01%
9,842
+1,069
31
$1.25M 0.94%
11,687
+2,725
32
$1.19M 0.9%
9,056
+1,522
33
$1.15M 0.87%
10,398
+781
34
$1.13M 0.85%
29,444
+5,571
35
$1.1M 0.83%
3,337
+608
36
$1.1M 0.83%
29,908
-416
37
$977K 0.73%
18,170
+2,490
38
$972K 0.73%
11,765
-698
39
$938K 0.71%
5,446
+383
40
$932K 0.7%
7,057
-3,077
41
$904K 0.68%
442
-1
42
$885K 0.67%
17,369
-2,204
43
$880K 0.66%
6,959
-2,257
44
$853K 0.64%
23,419
-6,967
45
$836K 0.63%
5,301
+21
46
$813K 0.61%
9,044
+4,496
47
$790K 0.59%
9,633
+1,846
48
$780K 0.59%
5,700
-400
49
$748K 0.56%
4,355
+195
50
$737K 0.55%
8,433
+2,451
1
2
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