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
$841M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$8.12M
3
+$4.34M
4
MSFT icon
Microsoft
MSFT
+$4.32M
5
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$2.72M

Top Sells

1
+$17.9M
2
+$3.3M
3
+$2.8M
4
GEHC icon
GE HealthCare
GEHC
+$1.55M
5
NVDA icon
NVIDIA
NVDA
+$920K

Sector Composition

1 Technology 18.08%
2 Financials 6.75%
3 Communication Services 5.94%
4 Industrials 5.34%
5 Consumer Discretionary 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$321K 0.04%
10,196
-1,876
127
$320K 0.04%
5,568
128
$311K 0.04%
2,862
-149
129
$310K 0.04%
2,289
-278
130
$308K 0.04%
1,061
-205
131
$303K 0.04%
6,310
132
$297K 0.04%
655
133
$287K 0.03%
1,985
+109
134
$285K 0.03%
9,869
+154
135
$283K 0.03%
+690
136
$283K 0.03%
9,282
-2,997
137
$276K 0.03%
5,500
138
$265K 0.03%
4,257
+28
139
$265K 0.03%
465
140
$265K 0.03%
4,104
+6
141
$264K 0.03%
17,140
-43
142
$264K 0.03%
1,918
-410
143
$259K 0.03%
2,410
-251
144
$254K 0.03%
9,747
+12
145
$253K 0.03%
1,521
+16
146
$253K 0.03%
959
147
$250K 0.03%
5,540
+1
148
$249K 0.03%
2,790
+58
149
$248K 0.03%
2,504
-201
150
$246K 0.03%
4,718
+17
3 4 5
6
7