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
$104M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Sells

1 +$2.15M
2 +$1.52M
3 +$1.12M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$603K
5
MBB icon
iShares MBS ETF
MBB
+$587K

Sector Composition

1 Technology 9.03%
2 Healthcare 8.03%
3 Consumer Discretionary 7.73%
4 Industrials 6.67%
5 Financials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$15K 0.01%
313
252
$15K 0.01%
276
253
$14K 0.01%
+303
254
$13K 0.01%
119
255
$13K 0.01%
118
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256
$13K 0.01%
43
257
$13K 0.01%
107
-2,720
258
$12K 0.01%
458
-344
259
$11K 0.01%
98
260
$11K 0.01%
762
261
$11K 0.01%
193
262
$11K 0.01%
651
263
$10K 0.01%
29
264
$10K 0.01%
405
265
$10K 0.01%
122
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$9K 0.01%
+151
267
$9K 0.01%
618
268
$9K 0.01%
379
269
$9K 0.01%
65
270
$8K 0.01%
71
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271
$8K 0.01%
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272
$8K 0.01%
+163
273
$8K 0.01%
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274
$8K 0.01%
353
275
$8K 0.01%
+60