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
$793M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.2M
3
+$7.49M
4
META icon
Meta Platforms (Facebook)
META
+$4.72M
5
IDU icon
iShares US Utilities ETF
IDU
+$3.8M

Top Sells

1
+$16.3M
2
+$12.6M
3
+$8.56M
4
LOW icon
Lowe's Companies
LOW
+$6.27M
5
HD icon
Home Depot
HD
+$4.82M

Sector Composition

1 Technology 17.97%
2 Financials 6.84%
3 Industrials 5.66%
4 Communication Services 5.33%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$312K 0.04%
2,661
+632
127
$304K 0.04%
1,876
+137
128
$304K 0.04%
4,229
-116
129
$303K 0.04%
45,379
130
$300K 0.04%
5,500
131
$290K 0.04%
4,098
+38
132
$289K 0.04%
2,705
-1,963
133
$287K 0.04%
1,888
134
$283K 0.04%
9,715
+21
135
$282K 0.04%
655
+1
136
$276K 0.03%
26,117
-2,369
137
$273K 0.03%
6,623
-4,257
138
$269K 0.03%
4,701
139
$267K 0.03%
1,100
140
$266K 0.03%
2,732
+8
141
$265K 0.03%
5,868
-86
142
$265K 0.03%
465
143
$262K 0.03%
5,539
-344,138
144
$261K 0.03%
9,735
+21
145
$259K 0.03%
3,285
+462
146
$256K 0.03%
1,505
+1
147
$253K 0.03%
959
-74
148
$243K 0.03%
599
-11,899
149
$239K 0.03%
2,347
+7
150
$236K 0.03%
3,447
+12
3 4 5
6
7