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
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$6.72M
3
+$4.92M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.82M
5
AMZN icon
Amazon
AMZN
+$3.59M

Top Sells

No sells this quarter

Sector Composition

1 Technology 37.52%
2 Financials 11.47%
3 Healthcare 10.25%
4 Communication Services 10.16%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$710K 0.59%
+2,830
52
$693K 0.57%
+4,160
53
$652K 0.54%
+6,200
54
$645K 0.53%
+3,700
55
$639K 0.53%
+14,700
56
$622K 0.51%
+3,731
57
$619K 0.51%
+9,304
58
$602K 0.5%
+28,000
59
$597K 0.49%
+7,787
60
$596K 0.49%
+3,641
61
$587K 0.48%
+5,982
62
$579K 0.48%
+4,000
63
$514K 0.42%
+4,548
64
$505K 0.42%
+2,568
65
$499K 0.41%
+3,860
66
$494K 0.41%
+6,900
67
$479K 0.39%
+1,332
68
$475K 0.39%
+5,430
69
$456K 0.38%
+2,493
70
$443K 0.37%
+4,055
71
$443K 0.37%
+7,084
72
$434K 0.36%
+5,060
73
$433K 0.36%
+5,078
74
$430K 0.35%
+6,791
75
$422K 0.35%
+1,411
1 2
3
4