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
$260M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$4.85M
2 +$4.59M
3 +$3.72M
4
MSFT icon
Microsoft
MSFT
+$1.76M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.57M

Sector Composition

1 Technology 7.95%
2 Industrials 2.74%
3 Consumer Discretionary 1.68%
4 Healthcare 1.47%
5 Consumer Staples 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$229K 0.09%
2,151
+100
77
$206K 0.08%
4,615
78
$160K 0.06%
21,475
79
$76.7K 0.03%
23,735
80
$37.4K 0.01%
+16,688
81
-126,678