BG

Benedetti & Gucer Portfolio holdings

AUM $201M
1-Year Est. Return 25.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.01M
2 +$1.59M
3 +$1.11M
4
AZO icon
AutoZone
AZO
+$708K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$581K

Top Sells

1 +$1.08M
2 +$694K
3 +$581K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$531K
5
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$345K

Sector Composition

1 Consumer Discretionary 4.81%
2 Consumer Staples 3.37%
3 Technology 2.86%
4 Industrials 1.77%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,600