BRA

Bender Robert & Associates Portfolio holdings

AUM $463M
1-Year Est. Return 22.94%
This Quarter Est. Return
1 Year Est. Return
+22.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1 +$2.12M
2 +$282K
3 +$207K
4
MDVN
MEDIVATION, INC.
MDVN
+$94.8K
5
NDLS icon
Noodles & Co
NDLS
+$79.6K

Top Sells

1 +$283K
2 +$281K
3 +$154K
4
AAPL icon
Apple
AAPL
+$123K
5
CELG
Celgene Corp
CELG
+$117K

Sector Composition

1 Healthcare 31.87%
2 Technology 29.58%
3 Consumer Discretionary 20.44%
4 Communication Services 7.21%
5 Energy 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$256K 0.18%
5,436
-59
52
$253K 0.18%
4,372
-480
53
$249K 0.18%
3,030
54
$242K 0.17%
2,224
+20
55
$234K 0.17%
3,149
-220
56
$207K 0.15%
+2,180
57
$201K 0.14%
2,225
-15
58
-71,050