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
101
– –
-3,275
102
– –
-780
103
– –
-1,822
104
– –
-6,675
105
– –
-29,444
106
– –
-11,765
107
– –
-4,078
1 2 3 4
5