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
$140M
AUM Growth
+$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$856K
3
+$701K
4
MRK icon
Merck
MRK
+$654K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$617K

Top Sells

1
+$1.8M
2
+$1.27M
3
+$667K
4
SBUX icon
Starbucks
SBUX
+$631K
5
MCHP icon
Microchip Technology
MCHP
+$611K

Sector Composition

1 Technology 58.11%
2 Communication Services 8.66%
3 Industrials 7.38%
4 Healthcare 5.8%
5 Financials 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$265K 0.19%
842
+20
77
$257K 0.18%
3,310
-2,784
78
$255K 0.18%
522
-74
79
$254K 0.18%
441
-7
80
$248K 0.18%
505
-5
81
$245K 0.17%
1,660
-685
82
$237K 0.17%
5,000
83
$230K 0.16%
1,496
-2,555
84
$222K 0.16%
613
85
$221K 0.16%
249
86
$218K 0.16%
2,482
-200
87
– –
-6,684
88
– –
-6,588
89
– –
-2,446
90
– –
-8,100
91
– –
-1,281
1 2 3
4