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
$153M
AUM Growth
+$5.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$978K
2 +$724K
3 +$694K
4
LGIH icon
LGI Homes
LGIH
+$529K
5
AMZN icon
Amazon
AMZN
+$509K

Top Sells

1 +$374K
2 +$371K
3 +$237K
4
VRSN icon
VeriSign
VRSN
+$138K
5
KO icon
Coca-Cola
KO
+$110K

Sector Composition

1 Consumer Discretionary 26.33%
2 Technology 21.8%
3 Communication Services 19.69%
4 Financials 18.94%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$253K 0.17%
6,235
+20
52
$246K 0.16%
4,514
+245
53
$243K 0.16%
617
+1
54
$234K 0.15%
1,171
+15
55
-5,319