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
$450M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.3M
3
+$1.67M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.21M
5
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$1.16M

Top Sells

1
+$6.02M
2
+$3.85M
3
+$2.12M
4
BRO icon
Brown & Brown
BRO
+$1.57M
5
SWKS icon
Skyworks Solutions
SWKS
+$1.46M

Sector Composition

1 Technology 11.15%
2 Financials 6.16%
3 Consumer Discretionary 4.94%
4 Healthcare 4.88%
5 Industrials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.9M 0.64%
12,209
+651
52
$2.86M 0.64%
46,550
+4,009
53
$2.86M 0.63%
46,545
+127
54
$2.84M 0.63%
8,077
-163
55
$2.84M 0.63%
37,059
+260
56
$2.83M 0.63%
77,372
+18,547
57
$2.78M 0.62%
18,990
+1,366
58
$2.78M 0.62%
5,049
+122
59
$2.77M 0.62%
58,665
-627
60
$2.62M 0.58%
57,639
+4,115
61
$2.59M 0.58%
8,959
+11
62
$2.58M 0.57%
1,279
+107
63
$2.14M 0.48%
34,005
+4,898
64
$2.11M 0.47%
49,644
+3,961
65
$2.1M 0.47%
36,816
-82
66
$2.09M 0.46%
88,352
-9,418
67
$2.08M 0.46%
107,676
-3,142
68
$2.06M 0.46%
45,797
+7,387
69
$1.97M 0.44%
122,232
-9,562
70
$1.95M 0.43%
2,308
+1,970
71
$1.9M 0.42%
39,330
-935
72
$1.9M 0.42%
5,648
-98
73
$1.84M 0.41%
7,433
+477
74
$1.79M 0.4%
8,441
+42
75
$1.78M 0.39%
79,494
+51,786
1 2
3
4 5