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
$108M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$658K
3
+$653K
4
ACLS icon
Axcelis
ACLS
+$539K
5
CDNS icon
Cadence Design Systems
CDNS
+$449K

Top Sells

1
+$1.1M
2
+$861K
3
+$780K
4
V icon
Visa
V
+$761K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$669K

Sector Composition

1 Technology 55.31%
2 Healthcare 7.15%
3 Communication Services 7.05%
4 Consumer Discretionary 6.83%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$562K 0.52%
1,575
+547
52
$556K 0.52%
3,454
+898
53
$539K 0.5%
+4,157
54
$482K 0.45%
15,454
-5,534
55
$479K 0.44%
18,072
+300
56
$467K 0.43%
1,031
-703
57
$456K 0.42%
5,060
58
$449K 0.42%
+1,649
59
$437K 0.41%
5,215
-2,158
60
$436K 0.4%
8,631
+627
61
$426K 0.39%
7,421
+65
62
$412K 0.38%
2,000
63
$386K 0.36%
3,538
+11
64
$385K 0.36%
2,813
-1,446
65
$343K 0.32%
+1,303
66
$342K 0.32%
8,770
-437
67
$318K 0.29%
2,445
-198
68
$298K 0.28%
+678
69
$298K 0.28%
1,750
+16
70
$295K 0.27%
605
+47
71
$288K 0.27%
8,970
72
$280K 0.26%
685
+5
73
$279K 0.26%
5,000
74
$273K 0.25%
2,704
-640
75
$272K 0.25%
2,249
-156
1 2
3
4