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
$450M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.3M
3
+$1.67M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.21M
5
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$1.16M

Top Sells

1
+$6.02M
2
+$3.85M
3
+$2.12M
4
BRO icon
Brown & Brown
BRO
+$1.57M
5
SWKS icon
Skyworks Solutions
SWKS
+$1.46M

Sector Composition

1 Technology 11.15%
2 Financials 6.16%
3 Consumer Discretionary 4.94%
4 Healthcare 4.88%
5 Industrials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.75M 0.39%
52,994
-8,748
77
$1.64M 0.36%
19,715
+628
78
$1.61M 0.36%
22,542
+60
79
$1.58M 0.35%
18,142
-2,678
80
$1.58M 0.35%
9,057
-77
81
$1.56M 0.35%
7,925
+152
82
$1.55M 0.34%
55,850
+400
83
$1.54M 0.34%
13,837
+655
84
$1.48M 0.33%
19,698
+1,546
85
$1.47M 0.33%
11,956
-162
86
$1.46M 0.32%
60,416
-1,880
87
$1.37M 0.3%
4,421
+8
88
$1.31M 0.29%
22,361
+1,653
89
$1.29M 0.29%
14,875
+563
90
$1.23M 0.27%
8,089
+738
91
$1.15M 0.26%
12,993
+102
92
$1.06M 0.24%
34,746
+403
93
$965K 0.21%
4,504
-1,055
94
$956K 0.21%
9,632
-1,673
95
$808K 0.18%
27,224
+1,300
96
$687K 0.15%
8,219
+3
97
$627K 0.14%
20,450
98
$621K 0.14%
1,943
-82
99
$600K 0.13%
8,898
+15
100
$571K 0.13%
1,724
+3
2 3
4
5 6