BRA

Bender Robert & Associates Portfolio holdings

AUM $448M
1-Year Est. Return 20.39%
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$6.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$223K
2 +$213K
3 +$51.4K
4
VMW
VMware, Inc
VMW
+$10.5K
5
ADBE icon
Adobe
ADBE
+$2.1K

Top Sells

1 +$28.2M
2 +$413K
3 +$366K
4
MELI icon
Mercado Libre
MELI
+$253K
5
AAPL icon
Apple
AAPL
+$154K

Sector Composition

1 Healthcare 31.65%
2 Technology 25.32%
3 Consumer Discretionary 24.58%
4 Communication Services 13.24%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,036