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
$793M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.2M
3
+$7.49M
4
META icon
Meta Platforms (Facebook)
META
+$4.72M
5
IDU icon
iShares US Utilities ETF
IDU
+$3.8M

Top Sells

1
+$16.3M
2
+$12.6M
3
+$8.56M
4
LOW icon
Lowe's Companies
LOW
+$6.27M
5
HD icon
Home Depot
HD
+$4.82M

Sector Composition

1 Technology 17.97%
2 Financials 6.84%
3 Industrials 5.66%
4 Communication Services 5.33%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$625K 0.08%
1,083
-22
102
$618K 0.08%
10,432
-749
103
$573K 0.07%
4,330
+1
104
$525K 0.07%
9,870
105
$491K 0.06%
4,201
+113
106
$475K 0.06%
10,180
107
$472K 0.06%
11,018
+83
108
$447K 0.06%
13,465
-160
109
$445K 0.06%
20,450
110
$435K 0.05%
4,770
+53
111
$428K 0.05%
2,029
+644
112
$404K 0.05%
22,421
-1,020
113
$403K 0.05%
4,382
+1
114
$401K 0.05%
12,072
-2,259
115
$386K 0.05%
4,392
-405
116
$380K 0.05%
12,279
-77
117
$379K 0.05%
5,568
118
$378K 0.05%
1,886
119
$376K 0.05%
2,483
+9
120
$360K 0.05%
6,310
-1,750
121
$359K 0.05%
2,328
+499
122
$358K 0.05%
1,266
-100
123
$358K 0.05%
2,567
+1
124
$341K 0.04%
1,028
125
$324K 0.04%
3,011
-281
3 4
5
6 7