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
$108M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$658K
3
+$653K
4
ACLS icon
Axcelis
ACLS
+$539K
5
CDNS icon
Cadence Design Systems
CDNS
+$449K

Top Sells

1
+$1.1M
2
+$861K
3
+$780K
4
V icon
Visa
V
+$761K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$669K

Sector Composition

1 Technology 55.31%
2 Healthcare 7.15%
3 Communication Services 7.05%
4 Consumer Discretionary 6.83%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 1.39%
2,742
+177
27
$1.45M 1.35%
24,844
+2,080
28
$1.37M 1.27%
5,520
-178
29
$1.17M 1.09%
331
+15
30
$1.15M 1.06%
2,486
+187
31
$1.11M 1.03%
2,545
+21
32
$1.03M 0.96%
22,788
-10,634
33
$1.03M 0.95%
1,940
-1,470
34
$1M 0.93%
388
-10
35
$945K 0.88%
2,728
-1,463
36
$917K 0.85%
1,106
-65
37
$852K 0.79%
+17,396
38
$830K 0.77%
4,882
+190
39
$782K 0.72%
4,956
-212
40
$766K 0.71%
5,138
-383
41
$742K 0.69%
1,603
+280
42
$713K 0.66%
4,603
-69
43
$696K 0.65%
1,984
-742
44
$658K 0.61%
+11,180
45
$653K 0.6%
+3,500
46
$642K 0.59%
4,705
+226
47
$634K 0.59%
4,044
-308
48
$623K 0.58%
6,115
49
$564K 0.52%
4,000
50
$562K 0.52%
4,137
-3,897
1
2
3 4