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
$201M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$2.72M
2 +$1.46M
3 +$1.36M
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$821K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$702K

Top Sells

1 +$4.27M
2 +$1.64M
3 +$1.36M
4
MRK icon
Merck
MRK
+$530K
5
ET icon
Energy Transfer Partners
ET
+$424K

Sector Composition

1 Technology 10.59%
2 Consumer Staples 3.82%
3 Consumer Discretionary 3.36%
4 Energy 3.35%
5 Financials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPEM icon
151
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.4B
-5,673
UNG icon
152
United States Natural Gas Fund
UNG
$443M
-5,531