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
$527M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$5.67M
3
+$3.15M
4
MNST icon
Monster Beverage
MNST
+$1.82M
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$1.57M

Top Sells

1
+$14M
2
+$7.27M
3
+$5.01M
4
DG icon
Dollar General
DG
+$2.85M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$2.09M

Sector Composition

1 Technology 14.78%
2 Consumer Discretionary 6.64%
3 Financials 6%
4 Industrials 5.15%
5 Healthcare 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$312K 0.06%
1,835
127
$298K 0.06%
10,676
-20
128
$291K 0.06%
5,500
129
$290K 0.06%
+2,707
130
$290K 0.06%
4,627
+17
131
$280K 0.05%
2,439
+2
132
$269K 0.05%
2,468
+1
133
$267K 0.05%
4,434
+13
134
$262K 0.05%
5,759
+5
135
$259K 0.05%
10,529
-295
136
$259K 0.05%
4,196
+64
137
$249K 0.05%
1,641
+5
138
$248K 0.05%
1,245
-132
139
$244K 0.05%
+1,988
140
$243K 0.05%
816
+1
141
$242K 0.05%
+1,089
142
$234K 0.04%
2,797
-50
143
$232K 0.04%
3,800
-76
144
$230K 0.04%
4,683
+2
145
$230K 0.04%
9,749
146
$230K 0.04%
10,290
+12
147
$223K 0.04%
19,652
-603
148
$209K 0.04%
+1,435
149
$208K 0.04%
13,055
-482
150
$206K 0.04%
2,330
-197
3 4 5
6
7