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
$793M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.2M
3
+$7.49M
4
META icon
Meta Platforms (Facebook)
META
+$4.72M
5
IDU icon
iShares US Utilities ETF
IDU
+$3.8M

Top Sells

1
+$16.3M
2
+$12.6M
3
+$8.56M
4
LOW icon
Lowe's Companies
LOW
+$6.27M
5
HD icon
Home Depot
HD
+$4.82M

Sector Composition

1 Technology 17.97%
2 Financials 6.84%
3 Industrials 5.66%
4 Communication Services 5.33%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.95M 0.62%
61,637
-1,037
52
$4.92M 0.62%
9,723
+958
53
$4.32M 0.55%
9,293
-48
54
$4.29M 0.54%
21,350
-210
55
$4.19M 0.53%
160,952
-13,360
56
$4.14M 0.52%
7,078
-67
57
$3.75M 0.47%
135,279
-8,658
58
$3.7M 0.47%
43,822
-525
59
$3.52M 0.44%
17,528
+1,395
60
$3.34M 0.42%
19,342
+152
61
$3.31M 0.42%
41,122
-45
62
$3.3M 0.42%
16,873
-344
63
$3.26M 0.41%
44,672
-880
64
$3.23M 0.41%
+25,474
65
$3.22M 0.41%
55,888
+438
66
$2.94M 0.37%
11,242
+284
67
$2.8M 0.35%
5,417
-171
68
$2.8M 0.35%
20,735
-1,514
69
$2.66M 0.34%
70,941
+9,890
70
$2.64M 0.33%
130,178
+38,030
71
$2.56M 0.32%
99,416
-8,212
72
$2.51M 0.32%
40,289
+98
73
$2.45M 0.31%
25,887
-317
74
$2.36M 0.3%
18,376
-839
75
$2.3M 0.29%
13,732
+608
1 2
3
4 5