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
$97.4M
AUM Growth
+$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$816K
2
+$777K
3
+$659K
4
DVN icon
Devon Energy
DVN
+$455K
5
V icon
Visa
V
+$380K

Top Sells

1
+$2.18M
2
+$1.66M
3
+$668K
4
CRM icon
Salesforce
CRM
+$528K
5
TSLA icon
Tesla
TSLA
+$497K

Sector Composition

1 Technology 41.23%
2 Healthcare 13.45%
3 Financials 7.98%
4 Consumer Discretionary 7.97%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 1.3%
10,309
+634
27
$1.21M 1.25%
29,740
-670
28
$1.14M 1.17%
3,042
-26
29
$1.11M 1.14%
11,078
-1,130
30
$1.09M 1.12%
7,032
-146
31
$1.07M 1.1%
20,230
-400
32
$1.05M 1.08%
396
-135
33
$1.03M 1.06%
33,048
+5,900
34
$986K 1.01%
26,386
-7,130
35
$937K 0.96%
381
-23
36
$913K 0.94%
12,029
+869
37
$874K 0.9%
6,175
38
$852K 0.87%
7,885
+606
39
$816K 0.84%
+16,593
40
$785K 0.81%
24,018
41
$754K 0.77%
2,117
-64
42
$745K 0.77%
3,515
-240
43
$744K 0.76%
4,494
-1,349
44
$741K 0.76%
5,123
+25
45
$733K 0.75%
5,664
-334
46
$693K 0.71%
5,755
-269
47
$677K 0.69%
8,168
-1,939
48
$653K 0.67%
9,819
+3,372
49
$648K 0.67%
2,266
-933
50
$598K 0.61%
4,589
-3,228
1
2
3 4