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
$137M
AUM Growth
+$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.58M
3
+$1.14M
4
AZO icon
AutoZone
AZO
+$723K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$611K

Top Sells

1
+$1.11M
2
+$697K
3
+$581K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$538K
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
– –
-4,443
102
– –
-10,600
1 2 3 4
5