B
Bensler Portfolio holdings
AUM
$999M
1-Year Est. Return
18.55%
This Fund
S&P 500
1 Year Est. Return
+18.55%
AUM
$999M
AUM Growth
+$36.8M
(+3.8%)
Holding
204
Top Buys
| 1 | +$21.9M | |
| 2 | +$11.7M | |
| 3 | +$10.6M | |
| 4 |
Deckers Outdoor
DECK
|
+$8.91M |
| 5 |
BWX Technologies
BWXT
|
+$7.61M |
Top Sells
| 1 | +$23.2M | |
| 2 | +$10.7M | |
| 3 | +$10.5M | |
| 4 |
Sherwin-Williams
SHW
|
+$8.16M |
| 5 |
Synopsys
SNPS
|
+$7.32M |
Sector Composition
| 1 | Technology | 21.54% |
| 2 | Communication Services | 7.05% |
| 3 | Financials | 7.04% |
| 4 | Industrials | 6.8% |
| 5 | Consumer Discretionary | 3.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
NextEra Energy
NEE
$193B
| – | – |
-41,380
|
|
||
202
ServiceNow
NOW
$119B
| – | – |
-12,570
|
|
||
203
Schwab US REIT ETF
SCHH
$9.36B
| – | – |
-10,051
|
|
||
|
204
Synopsys
SNPS
$79B
| – | – |
-14,831
|
|