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B

Bensler Portfolio holdings

AUM $969M
1-Year Est. Return 20.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$969M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$19.2M
3
+$13.3M
4
MU icon
Micron Technology
MU
+$11.9M
5
EVMO
Eaton Vance Mortgage Opportunities ETF
EVMO
+$7.1M

Top Sells

1
+$21.7M
2
+$16.4M
3
+$16.3M
4
PANW icon
Palo Alto Networks
PANW
+$12.9M
5
UNH icon
UnitedHealth
UNH
+$5.97M

Sector Composition

1 Technology 21.65%
2 Industrials 7.91%
3 Financials 6.17%
4 Communication Services 5.54%
5 Consumer Discretionary 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
26
Broadcom
AVGO
$1.81T
$12.3M 1.27%
39,651
+5,327
ODFL icon
27
Old Dominion Freight Line
ODFL
$51.3B
$12M 1.24%
61,481
+3,631
IUSB icon
28
iShares Core Universal USD Bond ETF
IUSB
$41.6B
$11.7M 1.2%
252,557
-69,130
LDOS icon
29
Leidos
LDOS
$15.5B
$11.5M 1.19%
+73,857
GPIQ icon
30
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.56B
$11.4M 1.18%
230,472
+8,004
HTRB icon
31
Hartford Total Return Bond ETF
HTRB
$2.24B
$11M 1.13%
325,805
-101,858
COST icon
32
Costco
COST
$435B
$10.9M 1.12%
10,924
-286
DECK icon
33
Deckers Outdoor
DECK
$15.8B
$10.9M 1.12%
108,720
+13,701
AXP icon
34
American Express
AXP
$222B
$10.6M 1.1%
35,157
+612
MU icon
35
Micron Technology
MU
$1.11T
$10.3M 1.06%
+30,446
UBER icon
36
Uber
UBER
$140B
$10.3M 1.06%
142,751
+9,486
SPHY icon
37
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.1B
$9.86M 1.02%
423,012
-147,903
META icon
38
Meta Platforms (Facebook)
META
$1.43T
$9.64M 1%
16,850
+1,464
RECS icon
39
Columbia Research Enhanced Core ETF
RECS
$5.68B
$9.56M 0.99%
245,314
+3,275
BWXT icon
40
BWX Technologies
BWXT
$17.7B
$9.17M 0.95%
44,856
+4,311
SPYV icon
41
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.3B
$9.07M 0.94%
160,316
+7,226
PDI icon
42
PIMCO Dynamic Income Fund
PDI
$7.55B
$9M 0.93%
525,873
+23,770
WMT icon
43
Walmart Inc
WMT
$961B
$8.43M 0.87%
67,856
+11,545
JAAA icon
44
Janus Henderson AAA CLO ETF
JAAA
$27.8B
$8.11M 0.84%
161,060
+40,481
IAU icon
45
iShares Gold Trust
IAU
$65.3B
$8.01M 0.83%
90,862
+15,136
SPSM icon
46
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.2B
$8.01M 0.83%
165,738
+6,049
MELI icon
47
Mercado Libre
MELI
$80.4B
$7.78M 0.8%
4,502
-161
SPDW icon
48
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.7B
$7.63M 0.79%
167,062
+12,062
ANET icon
49
Arista Networks
ANET
$206B
$6.57M 0.68%
53,482
+5,022
FLTR icon
50
VanEck IG Floating Rate ETF
FLTR
$2.76B
$6.5M 0.67%
254,992
-85,964
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