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
$108M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$658K
3
+$653K
4
ACLS icon
Axcelis
ACLS
+$539K
5
CDNS icon
Cadence Design Systems
CDNS
+$449K

Top Sells

1
+$1.1M
2
+$861K
3
+$780K
4
V icon
Visa
V
+$761K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$669K

Sector Composition

1 Technology 55.31%
2 Healthcare 7.15%
3 Communication Services 7.05%
4 Consumer Discretionary 6.83%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$258K 0.24%
540
-68
77
$257K 0.24%
2,665
-640
78
$257K 0.24%
2,907
-2,964
79
$253K 0.23%
6,719
+536
80
$232K 0.22%
+2,660
81
$218K 0.2%
1,532
-2,400
82
$216K 0.2%
+822
83
$207K 0.19%
+436
84
$87.8K 0.08%
10,000
85
– –
-2,220
86
– –
-5,280
87
– –
-24,213
88
– –
-4,455
1 2 3
4