BBA

Braun-Bostich & Associates Portfolio holdings

AUM $146M
1-Year Est. Return 12.85%
This Quarter Est. Return
1 Year Est. Return
+12.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
-$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.64%
2 Healthcare 6.64%
3 Consumer Discretionary 5.97%
4 Industrials 5.65%
5 Financials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$18K 0.02%
526
+1
227
$18K 0.02%
1,000
228
$18K 0.02%
115
+47
229
$17K 0.01%
1,024
230
$17K 0.01%
278
231
$17K 0.01%
930
232
$16K 0.01%
+219
233
$16K 0.01%
250
234
$16K 0.01%
278
235
$15K 0.01%
+251
236
$15K 0.01%
+216
237
$15K 0.01%
330
238
$15K 0.01%
313
239
$15K 0.01%
+282
240
$14K 0.01%
+445
241
$14K 0.01%
341
-409
242
$14K 0.01%
276
243
$13K 0.01%
441
244
$13K 0.01%
651
245
$13K 0.01%
126
246
$12K 0.01%
762
247
$12K 0.01%
183
248
$12K 0.01%
43
249
$11K 0.01%
133
250
$11K 0.01%
77