BIA
Benchmark Investment Advisors Portfolio holdings
AUM
$172M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$172M
AUM Growth
–
Holding
78
Top Buys
| 1 | +$31.5M | |
| 2 | +$7.55M | |
| 3 | +$6.72M | |
| 4 |
Microsoft
MSFT
|
+$5.56M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Goldman Sachs
GS
$236B
| $215K | 0.12% |
+270
|
|
||
77
Vanguard Dividend Appreciation ETF
VIG
$101B
| $203K | 0.12% |
+943
|
|
||
78
iShares S&P Small-Cap 600 Value ETF
IJS
$7.16B
| $190K | 0.11% |
+1,721
|
|