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
151
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-4,680
152
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-10,320
153
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-411,474
154
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-4,596
155
– –
-2,288
156
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-2,623
157
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-1,321
158
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-3,288
159
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-8,272
160
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-4,585
161
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-13,000
162
– –
-17,784
3 4 5 6
7