BBNB

Baker Boyer National Bank Portfolio holdings

AUM $290M
1-Year Est. Return 9.92%
This Quarter Est. Return
1 Year Est. Return
+9.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$37M
2 +$5.95M
3 +$749K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$468K
5
T icon
AT&T
T
+$376K

Sector Composition

1 Technology 8.71%
2 Consumer Discretionary 3.42%
3 Industrials 2.65%
4 Communication Services 2.33%
5 Healthcare 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$208K 0.09%
1,548
-37
77
$192K 0.09%
12,464
+2,282
78
$111K 0.05%
21,475
79
$55K 0.02%
23,735
+11,885
80
-7,073
81
-6,354