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
$841M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$8.12M
3
+$4.34M
4
MSFT icon
Microsoft
MSFT
+$4.32M
5
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$2.72M

Top Sells

1
+$17.9M
2
+$3.3M
3
+$2.8M
4
GEHC icon
GE HealthCare
GEHC
+$1.55M
5
NVDA icon
NVIDIA
NVDA
+$920K

Sector Composition

1 Technology 18.08%
2 Financials 6.75%
3 Communication Services 5.94%
4 Industrials 5.34%
5 Consumer Discretionary 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$650K 0.08%
10,244
-188
102
$646K 0.08%
1,097
+14
103
$643K 0.08%
3,284
+5
104
$631K 0.08%
29,952
-3,861
105
$567K 0.07%
9,870
106
$560K 0.07%
4,331
+1
107
$535K 0.06%
22,254
-4,170
108
$505K 0.06%
2,107
+78
109
$501K 0.06%
20,450
110
$493K 0.06%
4,914
+144
111
$485K 0.06%
4,207
+6
112
$469K 0.06%
45,379
113
$462K 0.05%
11,021
+3
114
$450K 0.05%
10,180
115
$437K 0.05%
2,471
+583
116
$429K 0.05%
12,127
-1,338
117
$423K 0.05%
1,886
118
$413K 0.05%
22,641
+220
119
$396K 0.05%
2,483
120
$388K 0.05%
1,603
+503
121
$385K 0.05%
4,489
+97
122
$380K 0.05%
5,868
123
$373K 0.04%
4,103
-279
124
$353K 0.04%
4,370
+1,085
125
$348K 0.04%
1,050
+22
3 4
5
6 7