BIA

Benchmark Investment Advisors Portfolio holdings

AUM $172M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$7.55M
3
+$6.72M
4
MSFT icon
Microsoft
MSFT
+$5.56M
5
META icon
Meta Platforms (Facebook)
META
+$5.37M

Top Sells

No sells this quarter

Sector Composition

1 Technology 53.69%
2 Communication Services 16.04%
3 Industrials 8.65%
4 Financials 7.59%
5 Consumer Discretionary 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 1.29%
+973
27
$2.12M 1.23%
+2,565
28
$1.62M 0.94%
+17,141
29
$1.5M 0.87%
+2,446
30
$1.44M 0.84%
+48,900
31
$1.43M 0.83%
+4,756
32
$1.41M 0.82%
+328
33
$1.28M 0.75%
+1,327
34
$1.18M 0.69%
+13,545
35
$1.16M 0.67%
+6,315
36
$1.16M 0.67%
+2,320
37
$1.06M 0.62%
+8,254
38
$950K 0.55%
+1,925
39
$938K 0.54%
+1,237
40
$932K 0.54%
+3,893
41
$921K 0.54%
+7,445
42
$901K 0.52%
+5,060
43
$797K 0.46%
+10,712
44
$736K 0.43%
+3,927
45
$731K 0.42%
+1,188
46
$723K 0.42%
+1,784
47
$691K 0.4%
+7,556
48
$685K 0.4%
+3,612
49
$681K 0.4%
+715
50
$667K 0.39%
+3,232
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