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
251
$11K 0.01%
119
252
$11K 0.01%
119
253
$10K 0.01%
232
-1,174
254
$10K 0.01%
116
255
$10K 0.01%
126
256
$10K 0.01%
101
257
$10K 0.01%
117
258
$10K 0.01%
193
259
$10K 0.01%
405
260
$10K 0.01%
122
261
$10K 0.01%
240
262
$9K 0.01%
280
263
$9K 0.01%
618
264
$9K 0.01%
379
265
$8K 0.01%
+126
266
$8K 0.01%
594
267
$8K 0.01%
+67
268
$8K 0.01%
+282
269
$8K 0.01%
+132
270
$8K 0.01%
+196
271
$8K 0.01%
+92
272
$8K 0.01%
+157
273
$8K 0.01%
+22
274
$8K 0.01%
65
275
$8K 0.01%
+66