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
$95.9M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.04M
3
+$902K
4
NVDA icon
NVIDIA
NVDA
+$811K
5
ACN icon
Accenture
ACN
+$728K

Top Sells

1
+$1.13M
2
+$972K
3
+$517K
4
AAPL icon
Apple
AAPL
+$475K
5
SPG icon
Simon Property Group
SPG
+$431K

Sector Composition

1 Technology 35.72%
2 Healthcare 13.16%
3 Financials 9.31%
4 Communication Services 9.02%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 1.19%
3,280
-209
27
$1.12M 1.16%
6,386
+760
28
$1.07M 1.12%
31,333
+1,425
29
$1.05M 1.09%
3,289
-1,620
30
$1.02M 1.07%
7,079
+4,214
31
$1.02M 1.07%
24,040
+5,870
32
$998K 1.04%
12,126
-4,986
33
$996K 1.04%
13,098
+4,665
34
$977K 1.02%
10,352
+395
35
$968K 1.01%
19,084
+1,715
36
$954K 0.99%
8,470
-1,372
37
$917K 0.96%
3,087
-250
38
$902K 0.94%
+16,364
39
$878K 0.92%
12,565
-2,580
40
$855K 0.89%
398
-44
41
$798K 0.83%
6,000
+300
42
$790K 0.82%
5,159
+1,865
43
$766K 0.8%
23,312
-107
44
$728K 0.76%
+2,624
45
$715K 0.75%
5,328
+27
46
$706K 0.74%
14,700
+1,300
47
$698K 0.73%
7,672
-1,384
48
$656K 0.68%
5,117
+2,590
49
$655K 0.68%
7,297
-3,101
50
$621K 0.65%
6,816
-2,817
1
2
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