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
$97.4M
AUM Growth
+$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$816K
2
+$777K
3
+$659K
4
DVN icon
Devon Energy
DVN
+$455K
5
V icon
Visa
V
+$380K

Top Sells

1
+$2.18M
2
+$1.66M
3
+$668K
4
CRM icon
Salesforce
CRM
+$528K
5
TSLA icon
Tesla
TSLA
+$497K

Sector Composition

1 Technology 41.23%
2 Healthcare 13.45%
3 Financials 7.98%
4 Consumer Discretionary 7.97%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$577K 0.59%
3,620
-561
52
$557K 0.57%
7,490
-10
53
$526K 0.54%
8,315
-330
54
$502K 0.52%
3,640
-123
55
$467K 0.48%
2,244
-10
56
$467K 0.48%
6,115
-1,718
57
$439K 0.45%
17,872
-100
58
$437K 0.45%
6,900
59
$416K 0.43%
4,000
60
$415K 0.43%
3,902
-359
61
$410K 0.42%
3,212
-790
62
$409K 0.42%
3,564
-1,123
63
$376K 0.39%
2,691
-229
64
$370K 0.38%
2,820
-297
65
$363K 0.37%
5,060
66
$339K 0.35%
3,251
-1,851
67
$336K 0.34%
9,515
-500
68
$333K 0.34%
2,675
-735
69
$328K 0.34%
3,570
-62
70
$325K 0.33%
1,053
-25
71
$316K 0.32%
6,040
-529
72
$315K 0.32%
8,970
73
$306K 0.31%
5,071
-1,193
74
$293K 0.3%
2,000
75
$289K 0.3%
2,619
-385
1 2
3
4