B
Bensler Portfolio holdings
AUM
$894M
This Quarter Return
+6.09%
1 Year Return
+17.92%
3 Year Return
+79.08%
5 Year Return
–
10 Year Return
–
AUM
$450M
AUM Growth
+$450M
(+7.2%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
2.65%
Top 10 Holdings %
Top 10 Hldgs %
33.81%
Holding
163
New
13
Increased
94
Reduced
42
Closed
9
Top Buys
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$5.07M |
| 2 |
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
|
$4.3M |
| 3 |
Mercado Libre
MELI
|
$1.67M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$1.21M |
| 5 |
SPDR Portfolio High Yield Bond ETF
SPHY
|
$1.16M |
Top Sells
| 1 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$6.02M |
| 2 |
First Trust Senior Loan Fund ETF
FTSL
|
$3.85M |
| 3 |
FNA
Paragon 28, Inc.
FNA
|
$2.12M |
| 4 |
Brown & Brown
BRO
|
$1.57M |
| 5 |
Skyworks Solutions
SWKS
|
$1.46M |
Sector Composition
| 1 | Technology | 11.15% |
| 2 | Financials | 6.16% |
| 3 | Consumer Discretionary | 4.94% |
| 4 | Healthcare | 4.88% |
| 5 | Industrials | 4.58% |
