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
$133M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$940K
3
+$894K
4
ADSK icon
Autodesk
ADSK
+$594K
5
DIS icon
Walt Disney
DIS
+$584K

Top Sells

1
+$1.31M
2
+$702K
3
+$481K
4
FIS icon
Fidelity National Information Services
FIS
+$443K
5
MET icon
MetLife
MET
+$443K

Sector Composition

1 Technology 33.33%
2 Healthcare 10.56%
3 Communication Services 9.29%
4 Financials 9.09%
5 Consumer Discretionary 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.81M 7.38%
56,199
-1,214
2
$6.44M 4.84%
235,930
+7,490
3
$4.99M 3.75%
16,187
+1,571
4
$3.71M 2.79%
26,700
+320
5
$3.56M 2.67%
21,820
+300
6
$2.85M 2.14%
27,306
+203
7
$2.78M 2.09%
6,098
+1,962
8
$2.7M 2.03%
7,544
+27
9
$2.43M 1.82%
4,938
+3
10
$2.35M 1.77%
15,104
+1,597
11
$2.32M 1.75%
10,445
+514
12
$2.26M 1.7%
3,831
+1,591
13
$2.12M 1.6%
10,003
+2,160
14
$2.11M 1.58%
5,626
+3,595
15
$2.07M 1.55%
11,547
-275
16
$2.02M 1.52%
9,061
-5,897
17
$1.94M 1.46%
8,745
-56
18
$1.94M 1.46%
6,469
+1,398
19
$1.89M 1.42%
4,012
+7
20
$1.88M 1.41%
3,691
+206
21
$1.84M 1.39%
18,190
+165
22
$1.8M 1.35%
4,909
-166
23
$1.77M 1.33%
17,112
-246
24
$1.75M 1.32%
15,145
+308
25
$1.75M 1.32%
745
+56
1
2 3 4 5