B

Bensler Portfolio holdings

AUM $894M
1-Year Est. Return 17.92%
This Quarter Est. Return
1 Year Est. Return
+17.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$18.6M
3
+$16.1M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$15.2M
5
MSFT icon
Microsoft
MSFT
+$14.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.78%
2 Financials 7.79%
3 Consumer Discretionary 6.4%
4 Communication Services 5.67%
5 Industrials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.24M 1.18%
+16,023
27
$4.22M 1.17%
+19,464
28
$4.19M 1.17%
+16,192
29
$4.11M 1.15%
+698,214
30
$4.04M 1.12%
+21,405
31
$3.96M 1.1%
+23,740
32
$3.85M 1.07%
+101,516
33
$3.79M 1.05%
+21,132
34
$3.73M 1.04%
+65,845
35
$3.66M 1.02%
+7,280
36
$3.64M 1.01%
+32,828
37
$3.59M 1%
+7,556
38
$3.57M 0.99%
+8,167
39
$3.55M 0.99%
+14,535
40
$3.49M 0.97%
+72,772
41
$3.3M 0.92%
+16,392
42
$3.27M 0.91%
+5,774
43
$3.25M 0.91%
+9,231
44
$3.11M 0.87%
+44,496
45
$2.92M 0.81%
+28,400
46
$2.91M 0.81%
+5,153
47
$2.88M 0.8%
+64,471
48
$2.84M 0.79%
+17,557
49
$2.8M 0.78%
+4,191
50
$2.76M 0.77%
+34,392
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