BIA

Benchmark Investment Advisors Portfolio holdings

AUM $172M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.01M
3
+$1.26M
4
URI icon
United Rentals
URI
+$1.11M
5
BRO icon
Brown & Brown
BRO
+$1.03M

Top Sells

1
+$1.1M
2
+$944K
3
+$861K
4
SMCI icon
Super Micro Computer
SMCI
+$856K
5
CPRT icon
Copart
CPRT
+$713K

Sector Composition

1 Technology 55.23%
2 Communication Services 11.69%
3 Industrials 8.98%
4 Financials 6.39%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$642K 0.42%
+13,000
52
$638K 0.42%
5,060
53
$632K 0.41%
1,422
+33
54
$625K 0.41%
+16,400
55
$578K 0.38%
1,276
56
$571K 0.37%
1,900
-258
57
$518K 0.34%
+1,159
58
$478K 0.31%
+4,209
59
$458K 0.3%
2,156
-4,053
60
$453K 0.29%
+1,068
61
$391K 0.25%
1,188
62
$388K 0.25%
7,256
-65
63
$387K 0.25%
2,673
-1,684
64
$380K 0.25%
+6,204
65
$374K 0.24%
1,120
-10
66
$374K 0.24%
7,545
-70
67
$358K 0.23%
+1,018
68
$351K 0.23%
1,795
+4
69
$347K 0.23%
5,000
70
$341K 0.22%
10,838
-2,652
71
$319K 0.21%
613
-43
72
$310K 0.2%
8,970
73
$308K 0.2%
3,255
-55
74
$306K 0.2%
5,177
-276
75
$294K 0.19%
591
-5
1 2
3
4