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
$495M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$11.6M
3
+$5.31M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$5.01M
5
AXP icon
American Express
AXP
+$2.58M

Top Sells

1
+$15.9M
2
+$10.9M
3
+$4.91M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.75M
5
DVN icon
Devon Energy
DVN
+$2.86M

Sector Composition

1 Technology 13.06%
2 Financials 6.4%
3 Consumer Discretionary 5.66%
4 Healthcare 4.85%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.29M 0.66%
14,419
+907
52
$3.14M 0.63%
18,875
-115
53
$3.11M 0.63%
29,468
+854
54
$3.09M 0.62%
5,358
+309
55
$3.03M 0.61%
13,475
+1,266
56
$2.96M 0.6%
63,368
+5,729
57
$2.94M 0.59%
82,687
+5,315
58
$2.93M 0.59%
7,788
-289
59
$2.91M 0.59%
59,223
+558
60
$2.88M 0.58%
9,151
+192
61
$2.85M 0.58%
37,612
+553
62
$2.85M 0.57%
13,525
+794
63
$2.7M 0.55%
39,370
+5,365
64
$2.59M 0.52%
47,359
+814
65
$2.58M 0.52%
53,609
+7,812
66
$2.58M 0.52%
+15,636
67
$2.52M 0.51%
12,141
+185
68
$2.46M 0.5%
55,942
+6,298
69
$2.44M 0.49%
106,373
+26,879
70
$2.22M 0.45%
5,752
+104
71
$2.21M 0.45%
+6,447
72
$2.09M 0.42%
36,662
-154
73
$2.04M 0.41%
8,274
+841
74
$1.97M 0.4%
112,988
-9,244
75
$1.97M 0.4%
80,144
-8,208
1 2
3
4 5