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
$841M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$8.12M
3
+$4.34M
4
MSFT icon
Microsoft
MSFT
+$4.32M
5
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$2.72M

Top Sells

1
+$17.9M
2
+$3.3M
3
+$2.8M
4
GEHC icon
GE HealthCare
GEHC
+$1.55M
5
NVDA icon
NVIDIA
NVDA
+$920K

Sector Composition

1 Technology 18.08%
2 Financials 6.75%
3 Communication Services 5.94%
4 Industrials 5.34%
5 Consumer Discretionary 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.1M 1.32%
1,595,299
-23,561
27
$10.9M 1.29%
216,679
+16,542
28
$10.2M 1.21%
11,092
-197
29
$9.75M 1.16%
16,632
+1,099
30
$9.67M 1.15%
135,338
+14,920
31
$9.61M 1.14%
69,677
+5,561
32
$9.13M 1.09%
50,168
+6,098
33
$9.08M 1.08%
166,037
+38,933
34
$9.08M 1.08%
30,585
+1,010
35
$8.78M 1.04%
20,194
+946
36
$8.12M 0.97%
+436,330
37
$8.09M 0.96%
4,756
+175
38
$7.91M 0.94%
23,258
+427
39
$7.85M 0.93%
44,476
+2,923
40
$7.4M 0.88%
213,785
+2,955
41
$7.1M 0.84%
60,434
-2,666
42
$6.82M 0.81%
75,485
+1,227
43
$6.49M 0.77%
237,566
-25,672
44
$6.44M 0.77%
10,990
+960
45
$6.05M 0.72%
23,215
-3,489
46
$6.05M 0.72%
18,776
-48
47
$5.87M 0.7%
18,568
-652
48
$5.72M 0.68%
127,254
+17,671
49
$5.66M 0.67%
110,626
+15,263
50
$5.53M 0.66%
113,126
-9,954
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