BIA

Benchmark Investment Advisors Portfolio holdings

AUM $172M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
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 +$824K
2 +$724K
3 +$706K
4
AVGO icon
Broadcom
AVGO
+$631K
5
MCK icon
McKesson
MCK
+$571K

Top Sells

1 +$1.13M
2 +$791K
3 +$760K
4
PFE icon
Pfizer
PFE
+$648K
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
-2,436