BG
Benedetti & Gucer Portfolio holdings
AUM
$201M
1-Year Est. Return
25.86%
1 Year Est. Return
+25.86%
AUM
$191M
AUM Growth
+$8M
(+4.4%)
Holding
152
Top Buys
| 1 | +$5.47M | |
| 2 | +$2.49M | |
| 3 | +$2.29M | |
| 4 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$1.12M |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$917K |
Top Sells
| 1 | +$5.16M | |
| 2 | +$5.04M | |
| 3 | +$3.4M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$2.1M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
W.P. Carey
WPC
$15B
| – | – |
-5,957
|
|