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
$527M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$5.67M
3
+$3.15M
4
MNST icon
Monster Beverage
MNST
+$1.82M
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$1.57M

Top Sells

1
+$14M
2
+$7.27M
3
+$5.01M
4
DG icon
Dollar General
DG
+$2.85M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$2.09M

Sector Composition

1 Technology 14.78%
2 Consumer Discretionary 6.64%
3 Financials 6%
4 Industrials 5.15%
5 Healthcare 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.79M 1.1%
77,088
-9,021
27
$5.78M 1.1%
43,638
+3,220
28
$5.68M 1.08%
337,638
+4,204
29
$5.67M 1.08%
+180,452
30
$5.55M 1.05%
26,302
+470
31
$5.47M 1.04%
231,225
-21,660
32
$5.35M 1.02%
43,076
+1,108
33
$5.35M 1.02%
23,705
+1,587
34
$5.33M 1.01%
69,062
-2,597
35
$5.24M 0.99%
11,810
-76
36
$5.22M 0.99%
28,214
+780
37
$4.96M 0.94%
20,879
+51
38
$4.95M 0.94%
90,919
-1,918
39
$4.76M 0.9%
19,548
+162
40
$4.69M 0.89%
250,292
-25,544
41
$4.16M 0.79%
1,540
+113
42
$3.91M 0.74%
12,583
-396
43
$3.89M 0.74%
84,665
+28,723
44
$3.84M 0.73%
14,448
+973
45
$3.81M 0.72%
166,746
+60,373
46
$3.77M 0.72%
212,791
-99,097
47
$3.76M 0.71%
171,528
-12,564
48
$3.62M 0.69%
7,714
+1,267
49
$3.57M 0.68%
31,525
-3,362
50
$3.5M 0.66%
7,274
-246
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2
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