BIA

Benchmark Investment Advisors Portfolio holdings

AUM $154M
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$6.72M
3
+$4.92M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.82M
5
AMZN icon
Amazon
AMZN
+$3.59M

Top Sells

No sells this quarter

Sector Composition

1 Technology 37.52%
2 Financials 11.47%
3 Healthcare 10.25%
4 Communication Services 10.16%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$398K 0.33%
+9,530
77
$394K 0.32%
+4,849
78
$377K 0.31%
+7,824
79
$373K 0.31%
+10,015
80
$360K 0.3%
+3,993
81
$324K 0.27%
+3,471
82
$323K 0.27%
+984
83
$306K 0.25%
+8,970
84
$287K 0.24%
+5,000
85
$272K 0.22%
+1,700
86
$270K 0.22%
+679
87
$266K 0.22%
+2,241
88
$266K 0.22%
+1,834
89
$251K 0.21%
+13,505
90
$242K 0.2%
+5,429
91
$236K 0.19%
+1,374
92
$222K 0.18%
+2,660
93
$220K 0.18%
+3,648
94
$212K 0.17%
+444
95
$212K 0.17%
+794
96
$206K 0.17%
+938
97
$148K 0.12%
+23,400
98
$111K 0.09%
+10,000
99
$82K 0.07%
+10,500
100
$41K 0.03%
+15,000
1 2 3
4