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
$140M
AUM Growth
+$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$856K
3
+$701K
4
MRK icon
Merck
MRK
+$654K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$617K

Top Sells

1
+$1.8M
2
+$1.27M
3
+$667K
4
SBUX icon
Starbucks
SBUX
+$631K
5
MCHP icon
Microchip Technology
MCHP
+$611K

Sector Composition

1 Technology 58.11%
2 Communication Services 8.66%
3 Industrials 7.38%
4 Healthcare 5.8%
5 Financials 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 1.09%
1,479
+26
27
$1.52M 1.09%
7,226
+256
28
$1.43M 1.02%
6,209
-297
29
$1.4M 1%
333
-4
30
$1.37M 0.97%
6,040
-230
31
$1.35M 0.96%
4,796
+1,735
32
$1.34M 0.96%
11,836
+5,757
33
$1.28M 0.91%
2,454
+81
34
$1.28M 0.91%
2,418
+9
35
$1.25M 0.89%
7,500
+3,500
36
$1.24M 0.88%
393
-1
37
$1.16M 0.83%
11,920
+2,866
38
$1.13M 0.81%
39,372
+21,500
39
$1.09M 0.78%
2,689
-15
40
$984K 0.7%
4,990
-30
41
$899K 0.64%
15,888
+878
42
$897K 0.64%
4,756
43
$856K 0.61%
+20,550
44
$804K 0.57%
4,488
-157
45
$771K 0.55%
1,559
-119
46
$719K 0.51%
1,389
-167
47
$710K 0.51%
88,000
48
$707K 0.5%
38,366
-800
49
$706K 0.5%
4,357
-285
50
$701K 0.5%
+6,755
1
2
3 4