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
$527M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$5.67M
3
+$3.15M
4
MNST icon
Monster Beverage
MNST
+$1.82M
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$1.57M

Top Sells

1
+$14M
2
+$7.27M
3
+$5.01M
4
DG icon
Dollar General
DG
+$2.85M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$2.09M

Sector Composition

1 Technology 14.78%
2 Consumer Discretionary 6.64%
3 Financials 6%
4 Industrials 5.15%
5 Healthcare 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.76M 0.33%
89,973
-9,005
77
$1.75M 0.33%
15,150
+472
78
$1.73M 0.33%
14,271
+1,287
79
$1.69M 0.32%
68,623
-11,521
80
$1.66M 0.32%
8,873
-6
81
$1.57M 0.3%
+38,302
82
$1.54M 0.29%
8,462
+109
83
$1.52M 0.29%
21,516
+6
84
$1.51M 0.29%
+23,735
85
$1.39M 0.26%
40,433
-6,470
86
$1.36M 0.26%
15,211
-92
87
$1.32M 0.25%
3,868
-475
88
$1.24M 0.24%
51,730
-7,910
89
$1.24M 0.24%
4,504
90
$1.22M 0.23%
21,576
-59
91
$1.2M 0.23%
13,231
-2,681
92
$1.14M 0.22%
7,235
-251
93
$1.02M 0.19%
+6,740
94
$885K 0.17%
28,629
-913
95
$884K 0.17%
8,920
-99
96
$794K 0.15%
8,222
+1
97
$742K 0.14%
1,678
-228
98
$699K 0.13%
3,771
+2,170
99
$651K 0.12%
8,908
+4
100
$630K 0.12%
2,594
2 3
4
5 6