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
$138M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.05M
3
+$791K
4
APP icon
Applovin
APP
+$729K
5
CPRT icon
Copart
CPRT
+$695K

Top Sells

1
+$3.54M
2
+$1.06M
3
+$1.02M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$830K
5
DVN icon
Devon Energy
DVN
+$805K

Sector Composition

1 Technology 58.95%
2 Communication Services 7.81%
3 Industrials 7.51%
4 Consumer Discretionary 5.88%
5 Healthcare 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 1.02%
6,970
+1,117
27
$1.4M 1.02%
6,270
-262
28
$1.33M 0.97%
337
+25
29
$1.31M 0.95%
1,453
+59
30
$1.31M 0.95%
14,277
+397
31
$1.29M 0.93%
2,373
-225
32
$1.2M 0.87%
2,409
33
$1.17M 0.85%
+3,061
34
$1.17M 0.85%
394
+2
35
$1.09M 0.79%
13,105
+8,765
36
$980K 0.71%
1,678
+37
37
$931K 0.67%
2,704
+61
38
$914K 0.66%
5,020
-174
39
$864K 0.63%
1,556
-1,916
40
$861K 0.62%
1,556
-10
41
$791K 0.57%
+39,166
42
$763K 0.55%
4,645
+28
43
$758K 0.55%
9,054
-1,127
44
$756K 0.55%
4,756
-1,359
45
$753K 0.55%
6,079
+1,710
46
$737K 0.53%
15,010
-16,904
47
$734K 0.53%
4,000
48
$678K 0.49%
4,642
+129
49
$657K 0.48%
88,000
50
$637K 0.46%
2,071
+229
1
2
3 4