BF
Benchmark Financial Portfolio holdings
AUM
$111M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$111M
AUM Growth
+$11.1M
(+11%)
Holding
53
Top Buys
| 1 | +$2.08M | |
| 2 | +$1.71M | |
| 3 | +$1.26M | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.13M |
| 5 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$953K |
Top Sells
| 1 | +$202K | |
| 2 | +$46.6K | |
| 3 | +$33K | |
| 4 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$9.83K |
Sector Composition
| 1 | Technology | 1.94% |
| 2 | Financials | 1.91% |
| 3 | Healthcare | 1.42% |
| 4 | Energy | 0.94% |
| 5 | Consumer Discretionary | 0.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PCN
51
PIMCO Corporate & Income Strategy Fund
PCN
$891M
| $119K | 0.11% |
10,000
|
|
||
|
MARO
52
YieldMax MARA Option Income Strategy ETF
MARO
$68.1M
| $53.4K | 0.05% |
10,000
|
|
||
53
Vanguard Total Stock Market ETF
VTI
$629B
| – | – |
-602
|
|