BRA

Bender Robert & Associates Portfolio holdings

AUM $481M
1-Year Est. Return 25.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.64%
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 +$196K
2 +$190K
3 +$52.4K
4
VMW
VMware, Inc
VMW
+$10.1K
5
ADBE icon
Adobe
ADBE
+$2.06K

Top Sells

1 +$29M
2 +$381K
3 +$366K
4
MELI icon
Mercado Libre
MELI
+$217K
5
CELG
Celgene Corp
CELG
+$165K

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