BG
Benedetti & Gucer Portfolio holdings
AUM
$201M
1-Year Return
25.86%
This Quarter Return
+9.77%
1 Year Return
+25.86%
3 Year Return
+42.61%
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
+$2.62M
(+2.4%)
Cap. Flow
+$6.7M
Cap. Flow
% of AUM
6.02%
Top 10 Holdings %
Top 10 Hldgs %
64.49%
Holding
101
New
14
Increased
46
Reduced
17
Closed
15
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$5.34M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$708K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$526K |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$419K |
| 5 |
AMC Entertainment Holdings
AMC
|
$363K |
Top Sells
| 1 |
Costco
COST
|
$1.51M |
| 2 |
Home Depot
HD
|
$1.14M |
| 3 |
Zoom
ZM
|
$339K |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$254K |
| 5 |
Caterpillar
CAT
|
$248K |
Sector Composition
| 1 | Consumer Discretionary | 8.48% |
| 2 | Technology | 6.14% |
| 3 | Communication Services | 3.75% |
| 4 | Industrials | 3.32% |
| 5 | Financials | 1.97% |
