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
$125M
AUM Growth
-$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$619K
2 +$586K
3 +$462K
4
NKE icon
Nike
NKE
+$451K
5
POOL icon
Pool Corp
POOL
+$420K

Sector Composition

1 Consumer Discretionary 24.67%
2 Financials 24.44%
3 Technology 22.59%
4 Communication Services 15.66%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$220K 0.18%
+799
52
$201K 0.16%
7,798
-3,878
53
-10,439
54
-1,171
55
-14,133
56
-5,445
57
-4,905