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
$420M
AUM Growth
-$292K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$3.06M
3
+$2.41M
4
SCHW icon
Charles Schwab
SCHW
+$1.37M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$1.27M

Top Sells

1
+$11M
2
+$1.68M
3
+$1.43M
4
TGT icon
Target
TGT
+$1.17M
5
WYNN icon
Wynn Resorts
WYNN
+$1.01M

Sector Composition

1 Technology 11.52%
2 Financials 6.37%
3 Healthcare 5.31%
4 Consumer Discretionary 5.3%
5 Industrials 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.6M 0.38%
29,107
+3,757
77
$1.58M 0.38%
5,746
-24
78
$1.57M 0.37%
26,008
+40
79
$1.51M 0.36%
9,134
-327
80
$1.5M 0.36%
62,296
-4,204
81
$1.5M 0.36%
6,956
+166
82
$1.46M 0.35%
17,109
-274
83
$1.44M 0.34%
7,773
+203
84
$1.37M 0.33%
+19,087
85
$1.35M 0.32%
14,312
+246
86
$1.27M 0.3%
+18,152
87
$1.24M 0.3%
12,891
+311
88
$1.2M 0.29%
20,708
+41
89
$1.18M 0.28%
4,413
90
$1.17M 0.28%
5,559
91
$1.14M 0.27%
+13,182
92
$1.09M 0.26%
34,343
+461
93
$1,000K 0.24%
7,351
94
$953K 0.23%
11,305
+51
95
$669K 0.16%
25,924
+9,990
96
$644K 0.15%
8,216
+18
97
$622K 0.15%
2,025
98
$605K 0.14%
+27,708
99
$552K 0.13%
8,883
+42
100
$541K 0.13%
20,450
2 3
4
5 6