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
$450M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.3M
3
+$1.67M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.21M
5
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$1.16M

Top Sells

1
+$6.02M
2
+$3.85M
3
+$2.12M
4
BRO icon
Brown & Brown
BRO
+$1.57M
5
SWKS icon
Skyworks Solutions
SWKS
+$1.46M

Sector Composition

1 Technology 11.15%
2 Financials 6.16%
3 Consumer Discretionary 4.94%
4 Healthcare 4.88%
5 Industrials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.91M 1.09%
190,629
+432
27
$4.75M 1.06%
36,628
+1,755
28
$4.7M 1.05%
24,696
+877
29
$4.51M 1%
11,791
+354
30
$4.45M 0.99%
39,424
+740
31
$4.44M 0.99%
303,770
+6,620
32
$4.36M 0.97%
36,185
+1,035
33
$4.32M 0.96%
91,441
+2,565
34
$4.3M 0.95%
+93,800
35
$4.27M 0.95%
978,255
+18,954
36
$4.11M 0.91%
13,023
+76
37
$4.11M 0.91%
7,744
+89
38
$4.09M 0.91%
19,413
-27
39
$4.05M 0.9%
19,489
-85
40
$4.05M 0.9%
291,228
+12,544
41
$3.98M 0.89%
47,662
-498
42
$3.94M 0.88%
194,674
-1,958
43
$3.87M 0.86%
19,429
+472
44
$3.68M 0.82%
25,922
+694
45
$3.68M 0.82%
120,770
+1,650
46
$3.43M 0.76%
92,848
+3,739
47
$3.35M 0.75%
13,512
+260
48
$3.19M 0.71%
71,261
-290
49
$3.14M 0.7%
12,731
+84
50
$3.1M 0.69%
28,614
-728
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