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
$603M
AUM Growth
+$83.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$6.6M
3
+$4.16M
4
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$2.57M
5
CARR icon
Carrier Global
CARR
+$2.4M

Top Sells

1
+$11.2M
2
+$5.3M
3
+$2.86M
4
WPC icon
W.P. Carey
WPC
+$1.98M
5
ILMN icon
Illumina
ILMN
+$1.19M

Sector Composition

1 Technology 15.31%
2 Industrials 6.52%
3 Financials 6.29%
4 Consumer Discretionary 6.22%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.85M 0.64%
7,313
+20
52
$3.69M 0.61%
9,078
-113
53
$3.67M 0.61%
6,910
+928
54
$3.65M 0.61%
65,272
+1,517
55
$3.54M 0.59%
61,497
+23,176
56
$3.54M 0.59%
21,481
+629
57
$3.53M 0.59%
149,378
-17,148
58
$3.53M 0.59%
17,872
-805
59
$3.49M 0.58%
66,492
+8,271
60
$3.46M 0.57%
7,917
-396
61
$3.35M 0.56%
5,612
+14
62
$3.34M 0.55%
92,999
+9,548
63
$3.15M 0.52%
26,867
-3,636
64
$2.92M 0.48%
11,755
+12
65
$2.73M 0.45%
24,432
-3,567
66
$2.72M 0.45%
46,825
+572
67
$2.68M 0.45%
44,157
-289
68
$2.58M 0.43%
56,350
-600
69
$2.4M 0.4%
+41,765
70
$2.11M 0.35%
38,020
+270
71
$2.04M 0.34%
18,250
+1,170
72
$1.99M 0.33%
14,105
-771
73
$1.92M 0.32%
25,828
+1,595
74
$1.89M 0.31%
55,472
+2,869
75
$1.83M 0.3%
10,836
+2,266
1 2
3
4 5