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
$420M
AUM Growth
-$292K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$3.06M
3
+$2.41M
4
SCHW icon
Charles Schwab
SCHW
+$1.37M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$1.27M

Top Sells

1
+$11M
2
+$1.68M
3
+$1.43M
4
TGT icon
Target
TGT
+$1.17M
5
WYNN icon
Wynn Resorts
WYNN
+$1.01M

Sector Composition

1 Technology 11.52%
2 Financials 6.37%
3 Healthcare 5.31%
4 Consumer Discretionary 5.3%
5 Industrials 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.28M 1.02%
71,551
+2,017
27
$4.2M 1%
13,878
+321
28
$4.09M 0.97%
11,437
+289
29
$4.05M 0.97%
34,873
+1,841
30
$3.98M 0.95%
959,301
+68,651
31
$3.92M 0.93%
88,876
+2,885
32
$3.89M 0.93%
278,684
-3,640
33
$3.87M 0.92%
7,655
+111
34
$3.85M 0.92%
87,263
+5,109
35
$3.84M 0.91%
19,440
-25
36
$3.78M 0.9%
48,160
-211
37
$3.77M 0.9%
35,150
+944
38
$3.75M 0.89%
38,684
+1,008
39
$3.72M 0.89%
196,632
-276
40
$3.61M 0.86%
297,150
-3,220
41
$3.57M 0.85%
12,947
-77
42
$3.56M 0.85%
18,957
+438
43
$3.48M 0.83%
19,574
-55
44
$3.21M 0.77%
12,118
-1,481
45
$3.17M 0.76%
119,120
+1,008
46
$3.14M 0.75%
25,228
+570
47
$3.04M 0.72%
89,109
+7,466
48
$3.03M 0.72%
12,647
+255
49
$2.88M 0.69%
23,819
+1,254
50
$2.81M 0.67%
13,252
+416
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