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B

Bensler Portfolio holdings

AUM $969M
1-Year Est. Return 20.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$969M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$19.2M
3
+$13.3M
4
MU icon
Micron Technology
MU
+$11.9M
5
EVMO
Eaton Vance Mortgage Opportunities ETF
EVMO
+$7.1M

Top Sells

1
+$21.7M
2
+$16.4M
3
+$16.3M
4
PANW icon
Palo Alto Networks
PANW
+$12.9M
5
UNH icon
UnitedHealth
UNH
+$5.97M

Sector Composition

1 Technology 21.65%
2 Industrials 7.91%
3 Financials 6.17%
4 Communication Services 5.54%
5 Consumer Discretionary 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVW icon
76
iShares S&P 500 Growth ETF
IVW
$73.1B
$2.03M 0.21%
17,966
+169
IWF icon
77
iShares Russell 1000 Growth ETF
IWF
$126B
$2.01M 0.21%
18,900
+332
VOO icon
78
Vanguard S&P 500 ETF
VOO
$975B
$2M 0.21%
3,343
-134
IWM icon
79
iShares Russell 2000 ETF
IWM
$81B
$1.86M 0.19%
7,486
-425
COR icon
80
Cencora
COR
$54.8B
$1.85M 0.19%
5,895
+519
NU icon
81
Nu Holdings
NU
$59.1B
$1.84M 0.19%
128,191
+4,203
VYM icon
82
Vanguard High Dividend Yield ETF
VYM
$79.3B
$1.81M 0.19%
12,222
-871
HYG icon
83
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.2B
$1.8M 0.19%
22,585
-12,466
GLD icon
84
SPDR Gold Trust
GLD
$139B
$1.59M 0.16%
3,693
+543
ROKU icon
85
Roku
ROKU
$21.4B
$1.55M 0.16%
16,352
-479
ISRG icon
86
Intuitive Surgical
ISRG
$146B
$1.49M 0.15%
3,225
-254
DSI icon
87
iShares MSCI KLD 400 Social ETF
DSI
$5.27B
$1.46M 0.15%
12,052
+1,284
SCHA icon
88
Schwab U.S Small- Cap ETF
SCHA
$23.4B
$1.44M 0.15%
49,667
-8,657
IWD icon
89
iShares Russell 1000 Value ETF
IWD
$76.7B
$1.42M 0.15%
6,646
-1,133
SPYM
90
State Street SPDR Portfolio S&P 500 ETF
SPYM
$146B
$1.35M 0.14%
17,643
-305
CAT icon
91
Caterpillar
CAT
$418B
$1.28M 0.13%
1,810
-51
FLQL icon
92
Franklin US Large Cap Multifactor Index ETF
FLQL
$2.01B
$1.24M 0.13%
+18,358
FEGE
93
First Eagle Global Equity ETF
FEGE
$1.97B
$1.21M 0.13%
25,810
+13,963
VGT icon
94
Vanguard Information Technology ETF
VGT
$142B
$1.08M 0.11%
12,360
-264
PAVE icon
95
Global X US Infrastructure Development ETF
PAVE
$13.8B
$1.02M 0.11%
20,156
-403
FLR icon
96
Fluor
FLR
$7.09B
$905K 0.09%
19,400
IVV icon
97
iShares Core S&P 500 ETF
IVV
$837B
$901K 0.09%
1,379
+45
GE icon
98
GE Aerospace
GE
$350B
$901K 0.09%
3,174
+4
QYLD icon
99
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.36B
$877K 0.09%
51,153
-11,736
JPM icon
100
JPMorgan Chase
JPM
$858B
$849K 0.09%
2,885
+57
2 3
4
5 6