B
Bensler Portfolio holdings
AUM
$894M
This Quarter Return
-2.69%
1 Year Return
+17.92%
3 Year Return
+79.08%
5 Year Return
–
10 Year Return
–
AUM
$420M
AUM Growth
+$420M
(-0.07%)
Cap. Flow
+$23.2M
Cap. Flow
% of AUM
5.52%
Top 10 Holdings %
Top 10 Hldgs %
33.33%
Holding
162
New
7
Increased
99
Reduced
28
Closed
12
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$10.9M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$5.09M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$3.06M |
| 4 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
$2.41M |
| 5 |
Tesla
TSLA
|
$2.01M |
Top Sells
| 1 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
$11M |
| 2 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$1.68M |
| 3 |
FNA
Paragon 28, Inc.
FNA
|
$1.43M |
| 4 |
Target
TGT
|
$1.17M |
| 5 |
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% |
