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
$359M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$18.6M
3
+$16.1M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$15.2M
5
MSFT icon
Microsoft
MSFT
+$14.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.78%
2 Financials 7.79%
3 Consumer Discretionary 6.4%
4 Communication Services 5.67%
5 Industrials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$338K 0.09%
+2,892
77
$296K 0.08%
+5,100
78
$275K 0.08%
+1,346
79
$264K 0.07%
+7,322
80
$263K 0.07%
+4,983
81
$241K 0.07%
+10,865
82
$219K 0.06%
+1,312
83
$201K 0.06%
+7,769
84
$107K 0.03%
+15,030
1 2 3
4