BG
Benedetti & Gucer Portfolio holdings
AUM
$201M
This Quarter Return
-3.8%
1 Year Return
+25.86%
3 Year Return
+42.61%
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(+1.3%)
Cap. Flow
+$8.63M
Cap. Flow
% of AUM
5.78%
Top 10 Holdings %
Top 10 Hldgs %
58.24%
Holding
112
New
21
Increased
47
Reduced
22
Closed
13
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 8.69% |
| 2 | Technology | 5.65% |
| 3 | Consumer Staples | 2.97% |
| 4 | Communication Services | 2.69% |
| 5 | Industrials | 2.52% |
