BIA
Benchmark Investment Advisors Portfolio holdings
AUM
$154M
1-Year Est. Return
18.48%
1 Year Est. Return
+18.48%
AUM
$154M
AUM Growth
+$80.5K
(+0.05%)
Holding
93
Top Buys
| 1 | +$1.91M | |
| 2 | +$1.73M | |
| 3 | +$1.72M | |
| 4 |
Amazon
AMZN
|
+$1.41M |
| 5 |
Comfort Systems
FIX
|
+$1.4M |
Top Sells
| 1 | +$1.82M | |
| 2 | +$1.33M | |
| 3 | +$1.33M | |
| 4 |
Roper Technologies
ROP
|
+$826K |
| 5 |
Apple
AAPL
|
+$805K |
Sector Composition
| 1 | Technology | 48.98% |
| 2 | Communication Services | 13.63% |
| 3 | Industrials | 10.99% |
| 4 | Financials | 8.5% |
| 5 | Consumer Discretionary | 5.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Preferred and Income Securities ETF
PFF
$14.7B
| $307K | 0.2% |
9,996
-842
|
|
||
77
Cisco
CSCO
$287B
| $297K | 0.19% |
4,814
-363
|
|
||
78
Adobe
ADBE
$151B
| $280K | 0.18% |
731
-691
|
|
||
79
Thermo Fisher Scientific
TMO
$211B
| $270K | 0.18% |
544
-69
|
|
||
80
Vertex Pharmaceuticals
VRTX
$108B
| $270K | 0.17% |
+556
|
|
||
81
iShares Russell 1000 ETF
IWB
$46.2B
| $258K | 0.17% |
842
|
|
||
82
Intuitive Surgical
ISRG
$193B
| $257K | 0.17% |
519
+16
|
|
||
83
Stryker
SYK
$144B
| $229K | 0.15% |
614
|
|
||
84
Health Care Select Sector SPDR Fund
XLV
$35.9B
| $215K | 0.14% |
1,470
-273
|
|
||
85
Eli Lilly
LLY
$735B
| $206K | 0.13% |
+249
|
|
||
86
Electronic Arts
EA
$49.9B
| – | – |
-1,588
|
|
||
87
Oracle
ORCL
$801B
| – | – |
-1,444
|
|
||
88
Invesco QQQ Trust
QQQ
$402B
| – | – |
-411
|
|
||
89
Sarepta Therapeutics
SRPT
$2.54B
| – | – |
-2,275
|
|
||
90
Energy Select Sector SPDR Fund
XLE
$26.2B
| – | – |
-2,489
|
|
||
91
RELX
RELX
$84.1B
| – | – |
-5,000
|
|