B
Bensler Portfolio holdings
AUM
$894M
1-Year Est. Return
17.92%
1 Year Est. Return
+17.92%
AUM
$894M
AUM Growth
+$95.1M
(+12%)
Holding
177
Top Buys
| 1 | +$21.3M | |
| 2 | +$20.6M | |
| 3 | +$5.25M | |
| 4 |
UnitedHealth
UNH
|
+$3.08M |
| 5 |
First Trust Smith Unconstrained Bond ETF
UCON
|
+$2.68M |
Top Sells
| 1 | +$26.8M | |
| 2 | +$20.2M | |
| 3 | +$7.36M | |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$3.54M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$2.29M |
Sector Composition
| 1 | Technology | 21.84% |
| 2 | Financials | 7.87% |
| 3 | Communication Services | 6.25% |
| 4 | Industrials | 5.94% |
| 5 | Consumer Discretionary | 3.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares US Digital Infrastructure and Real Estate ETF
IDGT
$132M
| – | – |
-273,463
|
|
||
177
Health Care Select Sector SPDR Fund
XLV
$35.9B
| – | – |
-1,437
|
|