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
$138M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.05M
3
+$791K
4
APP icon
Applovin
APP
+$729K
5
CPRT icon
Copart
CPRT
+$695K

Top Sells

1
+$3.54M
2
+$1.06M
3
+$1.02M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$830K
5
DVN icon
Devon Energy
DVN
+$805K

Sector Composition

1 Technology 58.95%
2 Communication Services 7.81%
3 Industrials 7.51%
4 Consumer Discretionary 5.88%
5 Healthcare 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$631K 0.46%
+8,100
52
$630K 0.46%
4,051
-13
53
$625K 0.45%
3,400
-100
54
$605K 0.44%
6,588
+1,000
55
$572K 0.41%
1,283
-14
56
$547K 0.4%
6,684
+418
57
$528K 0.38%
5,060
58
$519K 0.38%
1,276
-122
59
$486K 0.35%
17,872
-100
60
$481K 0.35%
712
-20
61
$438K 0.32%
5,810
62
$423K 0.31%
13,405
-207
63
$387K 0.28%
7,321
-100
64
$367K 0.27%
6,094
-7,629
65
$367K 0.27%
2,345
-767
66
$360K 0.26%
8,200
-320
67
$359K 0.26%
2,275
-105
68
$359K 0.26%
2,527
-1,730
69
$354K 0.26%
2,538
-181
70
$339K 0.25%
5,000
71
$323K 0.23%
2,446
-228
72
$320K 0.23%
1,752
73
$309K 0.22%
8,970
74
$302K 0.22%
+3,383
75
$289K 0.21%
1,125
1 2
3
4