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
151
$171K 0.04%
10,765
152
$101K 0.02%
10,390
+241
153
$78.8K 0.02%
17,090
+700
154
$52.1K 0.01%
1,020
+23
155
– –
-26,008
156
– –
-2,082
157
– –
-5,646
158
– –
-15,030
159
– –
-87,263
160
– –
-10,938
161
– –
-9,932
162
– –
-147,383
163
– –
-17,109
3 4 5 6
7