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
$140M
AUM Growth
+$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$856K
3
+$701K
4
MRK icon
Merck
MRK
+$654K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$617K

Top Sells

1
+$1.8M
2
+$1.27M
3
+$667K
4
SBUX icon
Starbucks
SBUX
+$631K
5
MCHP icon
Microchip Technology
MCHP
+$611K

Sector Composition

1 Technology 58.11%
2 Communication Services 8.66%
3 Industrials 7.38%
4 Healthcare 5.8%
5 Financials 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$666K 0.47%
6,430
+3,047
52
$652K 0.46%
3,400
53
$648K 0.46%
5,060
54
$587K 0.42%
1,276
55
$585K 0.42%
2,158
+87
56
$535K 0.38%
6,665
-7,612
57
$514K 0.37%
5,810
58
$474K 0.34%
668
-44
59
$464K 0.33%
7,321
60
$448K 0.32%
13,490
+85
61
$442K 0.31%
+2,000
62
$420K 0.3%
5,000
63
$406K 0.29%
656
-900
64
$378K 0.27%
7,615
-585
65
$355K 0.25%
1,791
+39
66
$329K 0.23%
8,970
67
$309K 0.22%
1,130
+5
68
$309K 0.22%
+66,300
69
$308K 0.22%
596
-687
70
$303K 0.22%
1,188
71
$290K 0.21%
5,453
-222
72
$284K 0.2%
1,845
-30
73
$284K 0.2%
2,275
74
$267K 0.19%
1,864
-674
75
$265K 0.19%
2,527
1 2
3
4