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
$180M
AUM Growth
-$424K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$2.92M
2 +$2.02M
3 +$1.57M
4
BIIB icon
Biogen
BIIB
+$95.5K
5
NEE icon
NextEra Energy
NEE
+$87.7K

Top Sells

1 +$5.95M
2 +$904K
3 +$703K
4
KMI icon
Kinder Morgan
KMI
+$696K
5
MELI icon
Mercado Libre
MELI
+$684K

Sector Composition

1 Healthcare 32.28%
2 Consumer Discretionary 26.09%
3 Technology 24.45%
4 Communication Services 12.14%
5 Industrials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-38,515
52
-4,353
53
-10,311