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B

Bensler Portfolio holdings

AUM $969M
1-Year Est. Return 20.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$969M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$19.2M
3
+$13.3M
4
MU icon
Micron Technology
MU
+$11.9M
5
EVMO
Eaton Vance Mortgage Opportunities ETF
EVMO
+$7.1M

Top Sells

1
+$21.7M
2
+$16.4M
3
+$16.3M
4
PANW icon
Palo Alto Networks
PANW
+$12.9M
5
UNH icon
UnitedHealth
UNH
+$5.97M

Sector Composition

1 Technology 21.65%
2 Industrials 7.91%
3 Financials 6.17%
4 Communication Services 5.54%
5 Consumer Discretionary 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
126
TSMC
TSM
$2.2T
$481K 0.05%
1,424
+33
OKE icon
127
Oneok
OKE
$57.1B
$475K 0.05%
5,252
+62
XLE icon
128
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$463K 0.05%
7,563
-314
CRM icon
129
Salesforce
CRM
$136B
$431K 0.04%
2,308
+932
OKLO
130
Oklo
OKLO
$10B
$419K 0.04%
8,453
+478
IJR icon
131
iShares Core S&P Small-Cap ETF
IJR
$107B
$415K 0.04%
3,340
VB icon
132
Vanguard Small-Cap ETF
VB
$79.5B
$403K 0.04%
1,537
+418
IDEV icon
133
iShares Core MSCI International Developed Markets ETF
IDEV
$30.6B
$402K 0.04%
4,806
-30
FCX icon
134
Freeport-McMoran
FCX
$98.3B
$383K 0.04%
6,522
+41
ETN icon
135
Eaton
ETN
$152B
$376K 0.04%
1,052
+3
JNJ icon
136
Johnson & Johnson
JNJ
$580B
$375K 0.04%
1,535
+92
VTI icon
137
Vanguard Total Stock Market ETF
VTI
$650B
$370K 0.04%
1,152
-37
XLY icon
138
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$367K 0.04%
3,365
-63
CMG icon
139
Chipotle Mexican Grill
CMG
$41.3B
$366K 0.04%
11,444
-1,273
INDA icon
140
iShares MSCI India ETF
INDA
$6.75B
$359K 0.04%
7,667
-2,168
IJK icon
141
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$356K 0.04%
3,534
+30
PIZ icon
142
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$755M
$337K 0.03%
6,795
+1,293
SCHE icon
143
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$334K 0.03%
10,136
-1,523
XOM icon
144
Exxon Mobil
XOM
$609B
$332K 0.03%
1,958
+8
XLV icon
145
State Street Health Care Select Sector SPDR ETF
XLV
$39.2B
$328K 0.03%
2,237
-29
KO icon
146
Coca-Cola
KO
$355B
$324K 0.03%
4,261
-803
FLXR
147
TCW Flexible Income ETF
FLXR
$3.21B
$309K 0.03%
7,866
+1,841
COIN icon
148
Coinbase
COIN
$42.1B
$308K 0.03%
+1,763
IHF icon
149
iShares US Healthcare Providers ETF
IHF
$1B
$306K 0.03%
7,310
-500
V icon
150
Visa
V
$613B
$306K 0.03%
1,012
-17,537
4 5
6
7 8