BG
Benedetti & Gucer Portfolio holdings
AUM
$201M
1-Year Return
25.86%
This Quarter Return
+8.58%
1 Year Return
+25.86%
3 Year Return
+42.61%
5 Year Return
–
10 Year Return
–
AUM
$174M
AUM Growth
+$37.6M
(+28%)
Cap. Flow
+$27.3M
Cap. Flow
% of AUM
15.68%
Top 10 Holdings %
Top 10 Hldgs %
50.62%
Holding
168
New
73
Increased
52
Reduced
29
Closed
11
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$6.17M |
| 2 |
Apple
AAPL
|
$5.3M |
| 3 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$3.04M |
| 4 |
Kinder Morgan
KMI
|
$1.76M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.47M |
Top Sells
Sector Composition
| 1 | Technology | 8.95% |
| 2 | Consumer Discretionary | 5.32% |
| 3 | Consumer Staples | 4.37% |
| 4 | Energy | 3.62% |
| 5 | Financials | 3.11% |
