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
$252M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.25M
2 +$1.08M
3 +$608K
4
NVDA icon
NVIDIA
NVDA
+$521K
5
RACE icon
Ferrari
RACE
+$502K

Top Sells

1 +$339K
2 +$221K
3 +$211K
4
ROST icon
Ross Stores
ROST
+$208K
5
AAPL icon
Apple
AAPL
+$168K

Sector Composition

1 Consumer Discretionary 24.1%
2 Financials 21.87%
3 Technology 21.69%
4 Communication Services 20.52%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,126
77
-6,792
78
-654