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
$133M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$940K
3
+$894K
4
ADSK icon
Autodesk
ADSK
+$594K
5
DIS icon
Walt Disney
DIS
+$584K

Top Sells

1
+$1.31M
2
+$702K
3
+$481K
4
FIS icon
Fidelity National Information Services
FIS
+$443K
5
MET icon
MetLife
MET
+$443K

Sector Composition

1 Technology 33.33%
2 Healthcare 10.56%
3 Communication Services 9.29%
4 Financials 9.09%
5 Consumer Discretionary 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$385K 0.29%
6,645
-5,290
77
$377K 0.28%
2,800
-931
78
$366K 0.28%
4,687
-162
79
$358K 0.27%
6,415
-376
80
$346K 0.26%
+2,527
81
$345K 0.26%
8,970
82
$342K 0.26%
+2,044
83
$333K 0.25%
9,015
-1,000
84
$331K 0.25%
6,675
-1,149
85
$327K 0.25%
4,078
-5,226
86
$306K 0.23%
3,923
-70
87
$301K 0.23%
831
+152
88
$295K 0.22%
+2,270
89
$295K 0.22%
5,000
90
$294K 0.22%
3,476
+5
91
$280K 0.21%
+1,822
92
$268K 0.2%
+3,441
93
$241K 0.18%
13,505
94
$237K 0.18%
910
-74
95
$233K 0.18%
1,439
+65
96
$219K 0.16%
+2,436
97
$218K 0.16%
1,662
-172
98
$209K 0.16%
780
-14
99
$208K 0.16%
5,036
-393
100
$208K 0.16%
458
+14
1 2 3
4
5