BIA

Benchmark Investment Advisors Portfolio holdings

AUM $172M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$7.55M
3
+$6.72M
4
MSFT icon
Microsoft
MSFT
+$5.56M
5
META icon
Meta Platforms (Facebook)
META
+$5.37M

Top Sells

No sells this quarter

Sector Composition

1 Technology 53.69%
2 Communication Services 16.04%
3 Industrials 8.65%
4 Financials 7.59%
5 Consumer Discretionary 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$660K 0.38%
+1,880
52
$639K 0.37%
+4,013
53
$608K 0.35%
+20,463
54
$551K 0.32%
+2,264
55
$533K 0.31%
+7,320
56
$526K 0.31%
+1,046
57
$468K 0.27%
+605
58
$413K 0.24%
+6,800
59
$398K 0.23%
+5,000
60
$390K 0.23%
+1,206
61
$380K 0.22%
+633
62
$377K 0.22%
+494
63
$354K 0.21%
+1,439
64
$345K 0.2%
+1,762
65
$331K 0.19%
+8,970
66
$325K 0.19%
+1,344
67
$311K 0.18%
+638
68
$308K 0.18%
+463
69
$299K 0.17%
+4,721
70
$264K 0.15%
+3,135
71
$258K 0.15%
+3,764
72
$244K 0.14%
+163
73
$233K 0.14%
+522
74
$230K 0.13%
+475
75
$228K 0.13%
+616
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3
4