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
+$80.5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.73M
3
+$1.72M
4
AMZN icon
Amazon
AMZN
+$1.41M
5
FIX icon
Comfort Systems
FIX
+$1.4M

Top Sells

1
+$1.82M
2
+$1.33M
3
+$1.33M
4
ROP icon
Roper Technologies
ROP
+$826K
5
AAPL icon
Apple
AAPL
+$805K

Sector Composition

1 Technology 48.98%
2 Communication Services 13.63%
3 Industrials 10.99%
4 Financials 8.5%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 1.11%
30,306
+3,520
27
$1.69M 1.09%
18,120
+4,180
28
$1.6M 1.04%
1,622
+205
29
$1.58M 1.02%
342
+14
30
$1.57M 1.02%
413
+29
31
$1.54M 1%
2,809
+1,650
32
$1.53M 0.99%
1,926
+733
33
$1.39M 0.9%
2,736
+2,145
34
$1.32M 0.86%
10,648
-5,893
35
$1.29M 0.84%
47,410
+2,500
36
$1.25M 0.81%
2,441
+9
37
$1.19M 0.77%
2,772
-143
38
$1.18M 0.76%
13,104
-699
39
$1.08M 0.7%
4,025
+2,905
40
$1.06M 0.69%
2,032
-1,197
41
$1.06M 0.69%
+3,147
42
$1.03M 0.67%
+4,954
43
$980K 0.64%
10,824
-586
44
$952K 0.62%
4,756
45
$930K 0.6%
5,803
+1
46
$908K 0.59%
15,971
-172
47
$856K 0.55%
2,334
-287
48
$784K 0.51%
4,114
-171
49
$776K 0.5%
1,784
-578
50
$775K 0.5%
5,060
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