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
$793M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.2M
3
+$7.49M
4
META icon
Meta Platforms (Facebook)
META
+$4.72M
5
IDU icon
iShares US Utilities ETF
IDU
+$3.8M

Top Sells

1
+$16.3M
2
+$12.6M
3
+$8.56M
4
LOW icon
Lowe's Companies
LOW
+$6.27M
5
HD icon
Home Depot
HD
+$4.82M

Sector Composition

1 Technology 17.97%
2 Financials 6.84%
3 Industrials 5.66%
4 Communication Services 5.33%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.16M 0.27%
4,684
+807
77
$2.12M 0.27%
18,921
+126
78
$1.9M 0.24%
8,600
+4
79
$1.9M 0.24%
19,820
+6
80
$1.87M 0.24%
17,100
+514
81
$1.75M 0.22%
4,673
+22
82
$1.55M 0.2%
16,501
+185
83
$1.5M 0.19%
15,409
-6,730
84
$1.47M 0.19%
7,770
+2
85
$1.47M 0.19%
2,789
-253
86
$1.19M 0.15%
57,936
-3,820
87
$1.16M 0.15%
10,685
-79
88
$1.02M 0.13%
15,123
-1,028
89
$940K 0.12%
1,602
+2
90
$871K 0.11%
29,849
-3,163
91
$837K 0.11%
3,950
-213
92
$798K 0.1%
6,805
+3
93
$794K 0.1%
2,030
-62
94
$790K 0.1%
8,965
+1
95
$783K 0.1%
33,813
-6,437
96
$761K 0.1%
18,347
-3,984
97
$679K 0.09%
1,606
+3
98
$662K 0.08%
2,332
+2
99
$650K 0.08%
3,279
-68
100
$647K 0.08%
26,424
-2,470
2 3
4
5 6