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
$841M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$8.12M
3
+$4.34M
4
MSFT icon
Microsoft
MSFT
+$4.32M
5
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$2.72M

Top Sells

1
+$17.9M
2
+$3.3M
3
+$2.8M
4
GEHC icon
GE HealthCare
GEHC
+$1.55M
5
NVDA icon
NVIDIA
NVDA
+$920K

Sector Composition

1 Technology 18.08%
2 Financials 6.75%
3 Communication Services 5.94%
4 Industrials 5.34%
5 Consumer Discretionary 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.53M 0.66%
11,388
+1,665
52
$4.56M 0.54%
57,982
-3,655
53
$4.48M 0.53%
19,342
54
$4.39M 0.52%
10,873
-369
55
$4.37M 0.52%
878,426
-169,554
56
$4.34M 0.52%
+20,191
57
$4.22M 0.5%
151,470
-9,482
58
$4.16M 0.49%
20,692
-658
59
$3.74M 0.45%
17,787
+259
60
$3.61M 0.43%
8,968
-325
61
$3.5M 0.42%
6,923
-155
62
$3.42M 0.41%
123,460
-11,819
63
$3.35M 0.4%
43,292
-1,380
64
$3.27M 0.39%
54,218
-1,670
65
$3.12M 0.37%
23,767
-1,707
66
$3.11M 0.37%
169,681
+39,503
67
$3.04M 0.36%
42,431
-1,391
68
$2.95M 0.35%
86,559
+15,618
69
$2.72M 0.32%
39,887
-1,235
70
$2.62M 0.31%
13,755
+23
71
$2.5M 0.3%
40,119
-170
72
$2.44M 0.29%
+2,298
73
$2.38M 0.28%
92,109
-7,307
74
$2.35M 0.28%
24,537
-1,350
75
$2.35M 0.28%
17,864
-2,871
1 2
3
4 5