BSI

Bennett Selby Investments Portfolio holdings

AUM $302M
1-Year Est. Return 20.26%
This Quarter Est. Return
1 Year Est. Return
+20.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$2.21M
2 +$1.89M
3 +$849K
4
META icon
Meta Platforms (Facebook)
META
+$694K
5
VMW
VMware, Inc
VMW
+$520K

Sector Composition

1 Consumer Discretionary 25.06%
2 Technology 23.41%
3 Financials 19.94%
4 Communication Services 17.78%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$204K 0.16%
1,156
+1
52
-2,593
53
-616