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
$97.4M
AUM Growth
+$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$816K
2
+$777K
3
+$659K
4
DVN icon
Devon Energy
DVN
+$455K
5
V icon
Visa
V
+$380K

Top Sells

1
+$2.18M
2
+$1.66M
3
+$668K
4
CRM icon
Salesforce
CRM
+$528K
5
TSLA icon
Tesla
TSLA
+$497K

Sector Composition

1 Technology 41.23%
2 Healthcare 13.45%
3 Financials 7.98%
4 Consumer Discretionary 7.97%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$276K 0.28%
671
-23
77
$269K 0.28%
1,748
-148
78
$264K 0.27%
+2,210
79
$258K 0.26%
5,000
80
$249K 0.26%
2,974
-3,776
81
$245K 0.25%
710
-630
82
$236K 0.24%
1,199
-1,801
83
$226K 0.23%
2,000
-78
84
$219K 0.22%
917
-9
85
$218K 0.22%
+680
86
$216K 0.22%
5,564
-11,397
87
$205K 0.21%
2,548
-388
88
$86.4K 0.09%
10,000
89
– –
-3,300
90
– –
-3,985
91
– –
-850
92
– –
-584
93
– –
-3,570
94
– –
-2,637
95
– –
-3,200
96
– –
-9,600
97
– –
-3,521
1 2 3
4