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
151
$234K 0.03%
2,627
152
$229K 0.03%
2,171
+52
153
$227K 0.03%
957
-109
154
$227K 0.03%
1,311
-31
155
$224K 0.03%
1,111
+3
156
$216K 0.03%
1,970
+13
157
$214K 0.03%
2,620
158
$212K 0.03%
+4,724
159
$205K 0.03%
+1,447
160
$204K 0.03%
+1,702
161
$141K 0.02%
11,457
-977
162
$135K 0.02%
17,183
-1,547
163
$130K 0.02%
10,948
+286
164
$3.57K ﹤0.01%
251
165
– –
-2,903
166
– –
-29,327
167
– –
-1,344
168
– –
-2,577
169
– –
-28,455
170
– –
-35,511
3 4 5 6
7