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
$420M
AUM Growth
-$292K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$3.06M
3
+$2.41M
4
SCHW icon
Charles Schwab
SCHW
+$1.37M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$1.27M

Top Sells

1
+$11M
2
+$1.68M
3
+$1.43M
4
TGT icon
Target
TGT
+$1.17M
5
WYNN icon
Wynn Resorts
WYNN
+$1.01M

Sector Composition

1 Technology 11.52%
2 Financials 6.37%
3 Healthcare 5.31%
4 Consumer Discretionary 5.3%
5 Industrials 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.78M 0.66%
29,342
+946
52
$2.71M 0.64%
8,240
-137
53
$2.63M 0.63%
46,418
+368
54
$2.61M 0.62%
17,624
+509
55
$2.59M 0.62%
8,948
+231
56
$2.56M 0.61%
59,292
+462
57
$2.56M 0.61%
42,541
+3,896
58
$2.52M 0.6%
36,799
+1,819
59
$2.5M 0.6%
4,927
+145
60
$2.41M 0.57%
+53,524
61
$2.37M 0.56%
11,558
+355
62
$2.19M 0.52%
97,770
-2,831
63
$2.07M 0.49%
110,818
-383
64
$1.94M 0.46%
22,482
+394
65
$1.93M 0.46%
1,172
+114
66
$1.92M 0.46%
61,742
+2,053
67
$1.89M 0.45%
58,825
+12,019
68
$1.85M 0.44%
131,794
-2,024
69
$1.82M 0.43%
36,898
+1,024
70
$1.8M 0.43%
8,399
+122
71
$1.77M 0.42%
40,265
+495
72
$1.76M 0.42%
45,683
+30,216
73
$1.75M 0.42%
20,820
-175
74
$1.67M 0.4%
55,450
+1,500
75
$1.61M 0.38%
38,410
+20,281
1 2
3
4 5