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
-$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$3.45M
3
+$3.32M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.29M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.11M

Top Sells

1
+$5.35M
2
+$1.2M
3
+$1.15M
4
ISRG icon
Intuitive Surgical
ISRG
+$883K
5
HD icon
Home Depot
HD
+$615K

Sector Composition

1 Consumer Discretionary 5.11%
2 Technology 2.99%
3 Consumer Staples 2.86%
4 Industrials 1.68%
5 Communication Services 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-831
102
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103
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104
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105
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106
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107
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-612
108
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109
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-2,450
110
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111
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112
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-6,241
113
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-15,456
114
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-859
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5