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
$174M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$327K
2 +$300K
3 +$286K
4
NKE icon
Nike
NKE
+$284K
5
ADBE icon
Adobe
ADBE
+$221K

Top Sells

1 +$205K
2 +$27.2K
3 +$19.5K
4
OFLX icon
Omega Flex
OFLX
+$4.57K
5
ACN icon
Accenture
ACN
+$3.39K

Sector Composition

1 Consumer Discretionary 24.38%
2 Financials 23.19%
3 Technology 22.77%
4 Communication Services 16.49%
5 Industrials 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$263K 0.15%
3,500
52
$247K 0.14%
615
53
$243K 0.14%
451
+41
54
$220K 0.13%
12,612
55
-375