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
$95.9M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.04M
3
+$902K
4
NVDA icon
NVIDIA
NVDA
+$811K
5
ACN icon
Accenture
ACN
+$728K

Top Sells

1
+$1.13M
2
+$972K
3
+$517K
4
AAPL icon
Apple
AAPL
+$475K
5
SPG icon
Simon Property Group
SPG
+$431K

Sector Composition

1 Technology 35.72%
2 Healthcare 13.16%
3 Financials 9.31%
4 Communication Services 9.02%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$342K 0.36%
3,200
+400
77
$340K 0.35%
4,388
+912
78
$323K 0.34%
5,844
+2,403
79
$316K 0.33%
10,015
+1,000
80
$315K 0.33%
4,126
-561
81
$311K 0.32%
4,848
-1,797
82
$303K 0.32%
5,000
83
$285K 0.3%
2,000
-493
84
$283K 0.3%
3,773
-150
85
$276K 0.29%
6,477
+62
86
$252K 0.26%
1,756
+317
87
$218K 0.23%
+924
88
$214K 0.22%
10,200
-3,305
89
$200K 0.21%
+962
90
$84K 0.09%
10,000
-500
91
– –
-5,036
92
– –
-1,662
93
– –
-2,700
94
– –
-2,436
95
– –
-1,402
96
– –
-458
97
– –
-910
98
– –
-2,800
99
– –
-2,044
100
– –
-831
1 2 3
4
5