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
$450M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.3M
3
+$1.67M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.21M
5
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$1.16M

Top Sells

1
+$6.02M
2
+$3.85M
3
+$2.12M
4
BRO icon
Brown & Brown
BRO
+$1.57M
5
SWKS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$556K 0.12%
2,592
+1
102
$547K 0.12%
5,635
+1,924
103
$517K 0.11%
7,197
+3,354
104
$501K 0.11%
4,758
+4
105
$499K 0.11%
3,288
+44
106
$486K 0.11%
2,385
-81
107
$474K 0.11%
1,980
-157
108
$467K 0.1%
23,504
+4,067
109
$434K 0.1%
8,100
110
$417K 0.09%
35,884
-4,987
111
$415K 0.09%
2,350
-71
112
$409K 0.09%
4,320
-997
113
$399K 0.09%
2,223
+11
114
$341K 0.08%
14,228
-196
115
$329K 0.07%
3,801
+23
116
$323K 0.07%
4,726
+359
117
$307K 0.07%
6,000
118
$306K 0.07%
15,360
-4,227
119
$303K 0.07%
3,313
+3
120
$296K 0.07%
6,000
121
$295K 0.07%
767
+91
122
$293K 0.07%
+1,327
123
$291K 0.06%
657
-42
124
$289K 0.06%
2,308
+180
125
$282K 0.06%
1,863
+23
3 4
5
6 7