BIA
Benchmark Investment Advisors Portfolio holdings
AUM
$172M
1 Year Est. Return
–
AUM
$172M
AUM Growth
–
Holding
78
Top Buys
| 1 | +$33.7M | |
| 2 | +$10.4M | |
| 3 | +$8.12M | |
| 4 |
Microsoft
MSFT
|
+$5.65M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$5.58M |
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 | |
|---|---|---|---|---|---|---|
76
Goldman Sachs
GS
$266B
| $215K | 0.12% |
+270
|
|
||
77
Vanguard Dividend Appreciation ETF
VIG
$102B
| $203K | 0.12% |
+943
|
|
||
78
iShares S&P Small-Cap 600 Value ETF
IJS
$6.88B
| $190K | 0.11% |
+1,721
|
|