BSI
Bennett Selby Investments Portfolio holdings
AUM
$302M
1-Year Est. Return
20.26%
1 Year Est. Return
+20.26%
AUM
$281M
AUM Growth
+$28M
(+11%)
Holding
78
Top Buys
| 1 | +$1.97M | |
| 2 | +$901K | |
| 3 | +$808K | |
| 4 |
Visa
V
|
+$764K |
| 5 |
Arch Capital
ACGL
|
+$571K |
Top Sells
| 1 | +$554K | |
| 2 | +$326K | |
| 3 | +$242K | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$187K |
| 5 |
Starbucks
SBUX
|
+$148K |
Sector Composition
| 1 | Consumer Discretionary | 23.17% |
| 2 | Financials | 22.18% |
| 3 | Communication Services | 21.27% |
| 4 | Technology | 19.96% |
| 5 | Industrials | 4.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.26B
| $201K | 0.07% |
2,210
-300
|
|
||
77
T. Rowe Price
TROW
$22.4B
| – | – |
-6,026
|
|
||
78
Occidental Petroleum
OXY
$40.6B
| – | – |
-6,603
|
|