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
$95.9M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.04M
3
+$902K
4
NVDA icon
NVIDIA
NVDA
+$811K
5
ACN icon
Accenture
ACN
+$728K

Top Sells

1
+$1.13M
2
+$972K
3
+$517K
4
AAPL icon
Apple
AAPL
+$475K
5
SPG icon
Simon Property Group
SPG
+$431K

Sector Composition

1 Technology 35.72%
2 Healthcare 13.16%
3 Financials 9.31%
4 Communication Services 9.02%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$609K 0.64%
8,520
-524
52
$605K 0.63%
11,533
+3,429
53
$601K 0.63%
16,052
+3,693
54
$567K 0.59%
4,017
+1,747
55
$560K 0.58%
5,952
-1,105
56
$559K 0.58%
2,300
+865
57
$546K 0.57%
4,485
-2,474
58
$527K 0.55%
6,020
+2,184
59
$522K 0.54%
3,700
+500
60
$520K 0.54%
27,900
+2,200
61
$510K 0.53%
3,571
-1,875
62
$505K 0.53%
8,795
-2,892
63
$499K 0.52%
2,143
-603
64
$471K 0.49%
6,900
65
$470K 0.49%
4,136
-299
66
$442K 0.46%
2,680
-514
67
$437K 0.46%
4,000
68
$417K 0.43%
5,060
69
$401K 0.42%
2,334
-436
70
$383K 0.4%
1,403
-8
71
$369K 0.38%
4,363
-500
72
$368K 0.38%
2,560
-1,997
73
$367K 0.38%
3,225
-538
74
$346K 0.36%
3,885
-470
75
$344K 0.36%
8,970
1 2
3
4 5