We are live on ! Find out more
B

Bensler Portfolio holdings

AUM $969M
1-Year Est. Return 20.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$969M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$19.2M
3
+$13.3M
4
MU icon
Micron Technology
MU
+$11.9M
5
EVMO
Eaton Vance Mortgage Opportunities ETF
EVMO
+$7.1M

Top Sells

1
+$21.7M
2
+$16.4M
3
+$16.3M
4
PANW icon
Palo Alto Networks
PANW
+$12.9M
5
UNH icon
UnitedHealth
UNH
+$5.97M

Sector Composition

1 Technology 21.65%
2 Industrials 7.91%
3 Financials 6.17%
4 Communication Services 5.54%
5 Consumer Discretionary 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STX icon
101
Seagate
STX
$214B
$809K 0.08%
2,065
+4
FDN icon
102
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.06B
$807K 0.08%
3,450
-736
IWR icon
103
iShares Russell Mid-Cap ETF
IWR
$55.6B
$729K 0.08%
7,496
-299
FPWR
104
First Trust EIP Power Solutions ETF
FPWR
$26M
$692K 0.07%
18,540
+296
FNX icon
105
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.38B
$656K 0.07%
5,112
+921
IWP icon
106
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$649K 0.07%
5,068
NUSC icon
107
Nuveen ESG Small-Cap ETF
NUSC
$1.35B
$648K 0.07%
14,384
+2,148
SBUX icon
108
Starbucks
SBUX
$117B
$640K 0.07%
7,140
-317
VV icon
109
Vanguard Large-Cap ETF
VV
$52B
$629K 0.06%
2,104
-254
IWS icon
110
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$628K 0.06%
4,311
+1
VIG icon
111
Vanguard Dividend Appreciation ETF
VIG
$109B
$616K 0.06%
2,863
SCHF icon
112
Schwab International Equity ETF
SCHF
$66.2B
$606K 0.06%
24,468
-2,609
DIA icon
113
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.4B
$602K 0.06%
1,301
-6
IWO icon
114
iShares Russell 2000 Growth ETF
IWO
$14.7B
$589K 0.06%
1,878
CIBR icon
115
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.1B
$582K 0.06%
9,280
-1,598
XYLD icon
116
Global X S&P 500 Covered Call ETF
XYLD
$3.16B
$546K 0.06%
13,946
-1,820
TCAF icon
117
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.01B
$542K 0.06%
15,227
+59
VEA icon
118
Vanguard FTSE Developed Markets ETF
VEA
$230B
$537K 0.06%
8,383
+3,128
LRCX icon
119
Lam Research
LRCX
$462B
$536K 0.06%
2,510
+170
VO icon
120
Vanguard Mid-Cap ETF
VO
$104B
$532K 0.05%
7,412
+3,360
HFWA icon
121
Heritage Financial
HFWA
$1.2B
$532K 0.05%
20,450
GS icon
122
Goldman Sachs
GS
$313B
$517K 0.05%
611
+5
IYW icon
123
iShares US Technology ETF
IYW
$24.3B
$503K 0.05%
2,771
+1
BA icon
124
Boeing
BA
$173B
$485K 0.05%
2,439
+72
EME icon
125
Emcor
EME
$36.5B
$485K 0.05%
657
+1
3 4
5
6 7