BIA

Benchmark Investment Advisors Portfolio holdings

AUM $172M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.01M
3
+$1.26M
4
URI icon
United Rentals
URI
+$1.11M
5
BRO icon
Brown & Brown
BRO
+$1.03M

Top Sells

1
+$1.1M
2
+$944K
3
+$861K
4
SMCI icon
Super Micro Computer
SMCI
+$856K
5
CPRT icon
Copart
CPRT
+$713K

Sector Composition

1 Technology 55.23%
2 Communication Services 11.69%
3 Industrials 8.98%
4 Financials 6.39%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 1.06%
328
-5
27
$1.54M 1%
26,786
-12,427
28
$1.49M 0.97%
1,417
-62
29
$1.48M 0.96%
7,763
+263
30
$1.41M 0.92%
2,915
-414
31
$1.37M 0.89%
13,803
+1,967
32
$1.31M 0.85%
2,432
+14
33
$1.28M 0.83%
17,756
-15,254
34
$1.26M 0.82%
+1,193
35
$1.24M 0.81%
13,940
+7,260
36
$1.23M 0.8%
384
-9
37
$1.16M 0.75%
44,910
+5,538
38
$1.08M 0.7%
4,888
+2,888
39
$1.02M 0.66%
2,621
-68
40
$1.02M 0.66%
11,410
-510
41
$1.01M 0.66%
5,802
-238
42
$974K 0.63%
16,143
+255
43
$871K 0.57%
2,362
-92
44
$818K 0.53%
4,285
-705
45
$793K 0.52%
4,756
46
$760K 0.49%
4,340
-148
47
$726K 0.47%
+13,800
48
$692K 0.45%
88,000
49
$671K 0.44%
1,178
-381
50
$661K 0.43%
953
-1,362
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2
3 4