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
$420M
AUM Growth
-$292K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$3.06M
3
+$2.41M
4
SCHW icon
Charles Schwab
SCHW
+$1.37M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$1.27M

Top Sells

1
+$11M
2
+$1.68M
3
+$1.43M
4
TGT icon
Target
TGT
+$1.17M
5
WYNN icon
Wynn Resorts
WYNN
+$1.01M

Sector Composition

1 Technology 11.52%
2 Financials 6.37%
3 Healthcare 5.31%
4 Consumer Discretionary 5.3%
5 Industrials 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$255K 0.06%
2,975
+35
127
$254K 0.06%
2,501
+2
128
$248K 0.06%
6,332
-689
129
$243K 0.06%
3,031
+18
130
$242K 0.06%
676
+2
131
$242K 0.06%
10,938
-707
132
$240K 0.06%
12,300
+30
133
$237K 0.06%
2,128
+14
134
$235K 0.06%
15,321
-1,023
135
$235K 0.06%
1,018
+5
136
$232K 0.06%
1,840
+7
137
$231K 0.06%
4,132
+881
138
$225K 0.05%
9,932
+54
139
$223K 0.05%
+9,549
140
$221K 0.05%
5,743
141
$215K 0.05%
4,457
+292
142
$212K 0.05%
2,320
-99
143
$209K 0.05%
5,646
+161
144
$206K 0.05%
4,021
+58
145
$204K 0.05%
2,082
+8
146
$169K 0.04%
10,765
147
$86.3K 0.02%
+10,149
148
$80K 0.02%
16,390
149
$54.9K 0.01%
997
+6
150
$50.7K 0.01%
15,030
3 4 5
6
7