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
126
$277K 0.06%
2,568
+67
127
$277K 0.06%
15,020
-301
128
$272K 0.06%
1,032
+14
129
$269K 0.06%
4,222
+90
130
$268K 0.06%
4,077
+56
131
$268K 0.06%
+10,040
132
$263K 0.06%
6,762
-1,458
133
$258K 0.06%
5,997
-335
134
$257K 0.06%
2,465
+145
135
$256K 0.06%
22,881
-4,307
136
$255K 0.06%
3,089
+58
137
$252K 0.06%
11,472
-828
138
$249K 0.06%
+6,081
139
$244K 0.05%
2,455
-520
140
$238K 0.05%
+1,846
141
$229K 0.05%
9,749
+200
142
$225K 0.05%
+1,227
143
$223K 0.05%
5,754
+11
144
$221K 0.05%
+1,578
145
$219K 0.05%
3,906
-551
146
$213K 0.05%
+4,681
147
$212K 0.05%
+4,263
148
$210K 0.05%
+1,905
149
$210K 0.05%
+3,307
150
$206K 0.05%
+5,430
3 4 5
6
7