BBA

Braun-Bostich & Associates Portfolio holdings

AUM $159M
1-Year Est. Return 13.68%
This Quarter Est. Return
1 Year Est. Return
+13.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1 +$14.4M
2 +$4.1M
3 +$144K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$126K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$88.4K

Sector Composition

1 Technology 6.95%
2 Consumer Discretionary 6.18%
3 Healthcare 5.07%
4 Consumer Staples 4.28%
5 Communication Services 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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100