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B

Bensler Portfolio holdings

AUM $969M
1-Year Est. Return 20.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$969M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$19.2M
3
+$13.3M
4
MU icon
Micron Technology
MU
+$11.9M
5
EVMO
Eaton Vance Mortgage Opportunities ETF
EVMO
+$7.1M

Top Sells

1
+$21.7M
2
+$16.4M
3
+$16.3M
4
PANW icon
Palo Alto Networks
PANW
+$12.9M
5
UNH icon
UnitedHealth
UNH
+$5.97M

Sector Composition

1 Technology 21.65%
2 Industrials 7.91%
3 Financials 6.17%
4 Communication Services 5.54%
5 Consumer Discretionary 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PWR icon
51
Quanta Services
PWR
$106B
$5.88M 0.61%
10,704
-192
IWB icon
52
iShares Russell 1000 ETF
IWB
$47.9B
$5.86M 0.6%
16,429
-893
AER icon
53
AerCap
AER
$22B
$5.76M 0.59%
41,975
+611
USTB icon
54
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$2.17B
$5.76M 0.59%
113,831
-40,677
SCHD icon
55
Schwab US Dividend Equity ETF
SCHD
$96.5B
$5.68M 0.59%
185,281
-12,891
VRT icon
56
Vertiv
VRT
$115B
$5.03M 0.52%
20,065
+146
QQQM icon
57
Invesco NASDAQ 100 ETF
QQQM
$95.2B
$4.94M 0.51%
20,777
+29
SPOT icon
58
Spotify
SPOT
$99.1B
$4.84M 0.5%
+9,985
RSG icon
59
Republic Services
RSG
$64.4B
$4.46M 0.46%
20,345
-1,071
WPM icon
60
Wheaton Precious Metals
WPM
$52.7B
$4.41M 0.45%
+33,641
ETR icon
61
Entergy
ETR
$50.7B
$3.99M 0.41%
35,493
-842
ASML icon
62
ASML
ASML
$719B
$3.94M 0.41%
2,980
+124
VNLA icon
63
Janus Henderson Short Duration Income ETF
VNLA
$3.29B
$3.77M 0.39%
77,121
-16,279
VRTX icon
64
Vertex Pharmaceuticals
VRTX
$113B
$3.69M 0.38%
8,256
-490
GOOG icon
65
Alphabet (Google) Class C
GOOG
$4.36T
$3.39M 0.35%
11,818
+57
NDAQ icon
66
Nasdaq
NDAQ
$50.1B
$3.3M 0.34%
38,888
-2,279
SCHG icon
67
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
$2.79M 0.29%
95,691
-11,158
IJH icon
68
iShares Core S&P Mid-Cap ETF
IJH
$122B
$2.42M 0.25%
35,906
-556
SPGI icon
69
S&P Global
SPGI
$124B
$2.42M 0.25%
+5,682
TSLA icon
70
Tesla
TSLA
$1.52T
$2.34M 0.24%
6,283
-1,919
EMR icon
71
Emerson Electric
EMR
$80.1B
$2.28M 0.24%
17,396
-566
DVY icon
72
iShares Select Dividend ETF
DVY
$23.1B
$2.2M 0.23%
14,549
-767
ACGL icon
73
Arch Capital
ACGL
$32.1B
$2.12M 0.22%
22,128
-1,152
SCHM icon
74
Schwab US Mid-Cap ETF
SCHM
$14.9B
$2.12M 0.22%
68,458
-10,971
BRK.B icon
75
Berkshire Hathaway Class B
BRK.B
$1.05T
$2.08M 0.21%
4,342
-238
1 2
3
4 5