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
$527M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$5.67M
3
+$3.15M
4
MNST icon
Monster Beverage
MNST
+$1.82M
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$1.57M

Top Sells

1
+$14M
2
+$7.27M
3
+$5.01M
4
DG icon
Dollar General
DG
+$2.85M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$2.09M

Sector Composition

1 Technology 14.78%
2 Consumer Discretionary 6.64%
3 Financials 6%
4 Industrials 5.15%
5 Healthcare 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.43M 0.65%
2,898
+317
52
$3.42M 0.65%
87,981
-5,672
53
$3.33M 0.63%
19,136
+3,500
54
$3.33M 0.63%
44,869
-2,918
55
$3.27M 0.62%
62,811
+9,202
56
$3.24M 0.62%
70,780
+7,412
57
$3.22M 0.61%
9,141
-10
58
$3.17M 0.6%
18,418
-457
59
$3.15M 0.6%
7,746
-42
60
$3.15M 0.6%
+71,640
61
$3.03M 0.58%
28,563
-905
62
$2.99M 0.57%
11,440
-701
63
$2.93M 0.56%
55,884
-3,339
64
$2.88M 0.55%
5,527
+169
65
$2.82M 0.54%
82,936
+249
66
$2.81M 0.53%
13,083
-1,336
67
$2.78M 0.53%
41,786
+2,416
68
$2.67M 0.51%
5,454
-298
69
$2.43M 0.46%
36,733
-879
70
$2.42M 0.46%
56,650
-500
71
$2.3M 0.44%
46,236
-1,123
72
$1.99M 0.38%
38,050
-770
73
$1.88M 0.36%
105,366
-7,622
74
$1.82M 0.35%
+31,666
75
$1.77M 0.34%
54,291
+27,604
1 2
3
4 5