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
$191M
AUM Growth
+$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Sells

1 +$5.16M
2 +$5.04M
3 +$3.4M
4
BND icon
Vanguard Total Bond Market
BND
+$2.1M
5
UPS icon
United Parcel Service
UPS
+$1.96M

Sector Composition

1 Technology 8.46%
2 Consumer Discretionary 4.82%
3 Consumer Staples 3.89%
4 Energy 3.86%
5 Financials 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WPC icon
151
W.P. Carey
WPC
$15B
-5,957