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
$133M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$940K
3
+$894K
4
ADSK icon
Autodesk
ADSK
+$594K
5
DIS icon
Walt Disney
DIS
+$584K

Top Sells

1
+$1.31M
2
+$702K
3
+$481K
4
FIS icon
Fidelity National Information Services
FIS
+$443K
5
MET icon
MetLife
MET
+$443K

Sector Composition

1 Technology 33.33%
2 Healthcare 10.56%
3 Communication Services 9.29%
4 Financials 9.09%
5 Consumer Discretionary 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$696K 0.52%
4,557
+916
52
$678K 0.51%
3,194
+90
53
$671K 0.5%
4,435
+1,867
54
$632K 0.48%
2,746
-84
55
$613K 0.46%
12,359
-1,704
56
$597K 0.45%
13,400
-1,300
57
$594K 0.45%
+2,770
58
$588K 0.44%
25,700
-2,300
59
$561K 0.42%
7,340
-9,182
60
$559K 0.42%
4,000
61
$534K 0.4%
+3,294
62
$510K 0.38%
+1,435
63
$498K 0.37%
1,411
64
$486K 0.37%
5,060
65
$478K 0.36%
6,900
66
$469K 0.35%
3,763
-97
67
$467K 0.35%
+2,865
68
$445K 0.33%
3,200
-500
69
$431K 0.32%
3,275
+1,575
70
$427K 0.32%
4,863
-567
71
$423K 0.32%
1,402
+70
72
$420K 0.32%
+8,104
73
$396K 0.3%
2,800
-3,400
74
$394K 0.3%
+3,836
75
$388K 0.29%
2,493
1 2
3
4 5