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
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$6.72M
3
+$4.92M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.82M
5
AMZN icon
Amazon
AMZN
+$3.59M

Top Sells

No sells this quarter

Sector Composition

1 Technology 37.52%
2 Financials 11.47%
3 Healthcare 10.25%
4 Communication Services 10.16%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.2M 8.4%
+57,413
2
$6.72M 5.54%
+228,440
3
$4.92M 4.05%
+14,616
4
$3.82M 3.15%
+26,380
5
$3.59M 2.96%
+21,520
6
$3.53M 2.91%
+14,958
7
$3.34M 2.75%
+9,931
8
$3.26M 2.69%
+27,103
9
$2.8M 2.31%
+14,837
10
$2.7M 2.23%
+7,517
11
$2.42M 2%
+11,822
12
$2.35M 1.93%
+4,136
13
$2.29M 1.89%
+4,935
14
$2.18M 1.8%
+5,075
15
$2.12M 1.74%
+13,507
16
$2.1M 1.73%
+5,071
17
$1.97M 1.62%
+4,005
18
$1.91M 1.57%
+16,453
19
$1.91M 1.57%
+8,801
20
$1.87M 1.54%
+18,025
21
$1.81M 1.5%
+7,843
22
$1.75M 1.44%
+3,485
23
$1.65M 1.36%
+689
24
$1.61M 1.33%
+17,358
25
$1.58M 1.3%
+3,625
1
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