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
1
$7.21M 7.52%
52,722
-3,477
2
$4.53M 4.72%
17,640
+1,453
3
$4.39M 4.58%
289,430
+53,500
4
$3.12M 3.25%
22,678
+7,574
5
$2.75M 2.87%
25,220
-1,480
6
$2.31M 2.41%
21,740
-80
7
$2.27M 2.37%
4,713
-225
8
$2.24M 2.33%
6,108
+10
9
$2.23M 2.33%
9,105
+44
10
$2.18M 2.28%
6,921
-623
11
$2.09M 2.18%
3,852
+21
12
$2.04M 2.13%
24,945
-2,361
13
$1.99M 2.08%
21,862
+6,250
14
$1.91M 1.99%
3,718
+27
15
$1.75M 1.83%
19,690
+1,500
16
$1.72M 1.79%
9,677
+1,206
17
$1.72M 1.79%
10,898
-649
18
$1.67M 1.74%
6,093
-376
19
$1.64M 1.71%
10,185
-260
20
$1.59M 1.66%
8,078
-667
21
$1.56M 1.63%
3,963
-49
22
$1.33M 1.39%
+5,943
23
$1.29M 1.35%
738
-7
24
$1.19M 1.24%
8,431
-1,572
25
$1.15M 1.19%
16,020
+8,680
1
2 3 4 5