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
$841M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$8.12M
3
+$4.34M
4
MSFT icon
Microsoft
MSFT
+$4.32M
5
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$2.72M

Top Sells

1
+$17.9M
2
+$3.3M
3
+$2.8M
4
GEHC icon
GE HealthCare
GEHC
+$1.55M
5
NVDA icon
NVIDIA
NVDA
+$920K

Sector Composition

1 Technology 18.08%
2 Financials 6.75%
3 Communication Services 5.94%
4 Industrials 5.34%
5 Consumer Discretionary 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.32M 0.28%
5,117
+433
77
$2.24M 0.27%
17,549
-827
78
$2.1M 0.25%
16,924
-176
79
$2.07M 0.25%
3,837
+1,048
80
$2.01M 0.24%
19,825
+5
81
$1.92M 0.23%
8,711
+111
82
$1.9M 0.23%
20,589
+1,668
83
$1.89M 0.22%
4,695
+22
84
$1.88M 0.22%
35,686
-339,862
85
$1.44M 0.17%
7,772
+2
86
$1.32M 0.16%
+2,522
87
$1.18M 0.14%
10,670
-15
88
$1.07M 0.13%
11,726
-3,683
89
$1.06M 0.13%
+21,420
90
$1.05M 0.13%
1,690
+88
91
$996K 0.12%
14,446
-677
92
$989K 0.12%
4,069
+119
93
$968K 0.12%
52,319
-5,617
94
$863K 0.1%
6,807
+2
95
$793K 0.09%
8,966
+1
96
$726K 0.09%
27,257
-2,592
97
$715K 0.09%
17,068
-1,279
98
$703K 0.08%
1,937
-93
99
$701K 0.08%
2,435
+103
100
$684K 0.08%
1,607
+1
2 3
4
5 6