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
$142M
AUM Growth
-$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$504K
2 +$342K
3 +$202K
4
MELI icon
Mercado Libre
MELI
+$80.3K
5
ABBV icon
AbbVie
ABBV
+$22.7K

Top Sells

1 +$714K
2 +$307K
3 +$226K
4
AAPL icon
Apple
AAPL
+$212K
5
LULU icon
lululemon athletica
LULU
+$202K

Sector Composition

1 Healthcare 34.78%
2 Consumer Discretionary 25.89%
3 Technology 19.59%
4 Communication Services 12.07%
5 Industrials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,745