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
$94.7M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$733K
2 +$709K
3 +$704K
4
CVS icon
CVS Health
CVS
+$699K
5
MCK icon
McKesson
MCK
+$574K

Top Sells

1 +$1.19M
2 +$797K
3 +$781K
4
PFE icon
Pfizer
PFE
+$692K
5
PXD
Pioneer Natural Resource Co.
PXD
+$634K

Sector Composition

1 Technology 38.59%
2 Healthcare 15.78%
3 Consumer Discretionary 7.65%
4 Financials 7.48%
5 Communication Services 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,928
102
-10,200