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
$793M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.2M
3
+$7.49M
4
META icon
Meta Platforms (Facebook)
META
+$4.72M
5
IDU icon
iShares US Utilities ETF
IDU
+$3.8M

Top Sells

1
+$16.3M
2
+$12.6M
3
+$8.56M
4
LOW icon
Lowe's Companies
LOW
+$6.27M
5
HD icon
Home Depot
HD
+$4.82M

Sector Composition

1 Technology 17.97%
2 Financials 6.84%
3 Industrials 5.66%
4 Communication Services 5.33%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 1.32%
199,878
+11,692
27
$10.2M 1.28%
+200,137
28
$10M 1.26%
11,289
-349
29
$9.4M 1.19%
4,581
+133
30
$8.91M 1.12%
15,533
+711
31
$8.71M 1.1%
22,831
+671
32
$8.6M 1.09%
26,704
+1,472
33
$8.44M 1.06%
120,418
+10,493
34
$8.25M 1.04%
41,553
+2,469
35
$8.02M 1.01%
29,575
+1,454
36
$7.6M 0.96%
64,116
+8,632
37
$7.53M 0.95%
44,070
+5,154
38
$7.49M 0.94%
+19,248
39
$7.42M 0.94%
263,238
-25,374
40
$7.15M 0.9%
210,830
+10,960
41
$6.95M 0.88%
127,104
+17,309
42
$6.92M 0.87%
63,100
-1,406
43
$6.04M 0.76%
123,080
-11,655
44
$6M 0.76%
74,258
+2,032
45
$5.92M 0.75%
18,824
-118
46
$5.74M 0.72%
10,030
+8,239
47
$5.28M 0.67%
19,220
-3,399
48
$5.25M 0.66%
1,047,980
-39,280
49
$5.04M 0.64%
95,363
+12,209
50
$4.99M 0.63%
109,583
+10,690
1
2
3 4 5