BG

Benedetti & Gucer Portfolio holdings

AUM $201M
1-Year Est. Return 25.86%
This Quarter Est. Return
1 Year Est. Return
+25.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$1.32M
2 +$634K
3 +$493K
4
FDX icon
FedEx
FDX
+$417K
5
MRNA icon
Moderna
MRNA
+$414K

Sector Composition

1 Consumer Discretionary 7.7%
2 Technology 5.88%
3 Consumer Staples 2.93%
4 Communication Services 2.69%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,348
102
-1,077