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
$173M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.8M
3
+$775K
4
FND icon
Floor & Decor
FND
+$504K
5
META icon
Meta Platforms (Facebook)
META
+$392K

Top Sells

1
+$611K
2
+$368K
3
+$92.6K
4
PDD icon
Pinduoduo
PDD
+$48K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$36K

Sector Composition

1 Consumer Discretionary 24.8%
2 Technology 22.89%
3 Financials 20.09%
4 Communication Services 18.36%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$286K 0.17%
4,514
52
$268K 0.15%
1,171
53
$247K 0.14%
4,800
-700
54
$245K 0.14%
+591
55
$236K 0.14%
+139
56
$229K 0.13%
1,979
57
$211K 0.12%
+530
58
$207K 0.12%
1,342
-2,384
59
$203K 0.12%
+358
1 2
3