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
$420M
AUM Growth
-$292K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$3.06M
3
+$2.41M
4
SCHW icon
Charles Schwab
SCHW
+$1.37M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$1.27M

Top Sells

1
+$11M
2
+$1.68M
3
+$1.43M
4
TGT icon
Target
TGT
+$1.17M
5
WYNN icon
Wynn Resorts
WYNN
+$1.01M

Sector Composition

1 Technology 11.52%
2 Financials 6.37%
3 Healthcare 5.31%
4 Consumer Discretionary 5.3%
5 Industrials 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$535K 0.13%
2,591
+8
102
$495K 0.12%
1,721
+4
103
$464K 0.11%
2,466
+139
104
$464K 0.11%
5,317
+68
105
$458K 0.11%
40,871
+416
106
$457K 0.11%
4,754
+29
107
$438K 0.1%
3,244
+3
108
$414K 0.1%
8,100
109
$396K 0.09%
2,421
-51
110
$388K 0.09%
19,587
+479
111
$371K 0.09%
19,437
+512
112
$357K 0.09%
3,711
+9
113
$351K 0.08%
2,137
114
$332K 0.08%
14,424
-34
115
$323K 0.08%
27,188
+357
116
$318K 0.08%
2,212
-1
117
$306K 0.07%
3,778
+26
118
$295K 0.07%
6,000
119
$284K 0.07%
8,220
+198
120
$281K 0.07%
699
121
$280K 0.07%
338
122
$275K 0.07%
4,367
+3
123
$274K 0.07%
6,000
124
$273K 0.07%
3,310
+6
125
$257K 0.06%
3,843
3 4
5
6 7