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
$99M
AUM Growth
-$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$895K
2
+$810K
3
+$467K
4
ADI icon
Analog Devices
ADI
+$408K
5
META icon
Meta Platforms (Facebook)
META
+$405K

Top Sells

1
+$1M
2
+$868K
3
+$615K
4
CNC icon
Centene
CNC
+$535K
5
CVX icon
Chevron
CVX
+$529K

Sector Composition

1 Technology 52.35%
2 Healthcare 8.45%
3 Consumer Discretionary 7.27%
4 Communication Services 6.74%
5 Financials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$211K 0.21%
+558
77
$200K 0.2%
6,183
+2
78
$84.1K 0.09%
10,000
79
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-7,935
81
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83
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-9,515
84
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-2,000
85
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86
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90
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91
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93
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-917
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4