BBA
Braun-Bostich & Associates Portfolio holdings
AUM
$146M
1-Year Return
12.85%
This Quarter Return
+5.05%
1 Year Return
+12.85%
3 Year Return
+45.67%
5 Year Return
+68.97%
10 Year Return
–
AUM
$102M
AUM Growth
+$15.5M
(+18%)
Cap. Flow
+$11.1M
Cap. Flow
% of AUM
10.97%
Top 10 Holdings %
Top 10 Hldgs %
51.4%
Holding
323
New
238
Increased
34
Reduced
42
Closed
–
Top Buys
Top Sells
| 1 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$1.89M |
| 2 |
CVS Health
CVS
|
$447K |
| 3 |
Microsoft
MSFT
|
$391K |
| 4 |
DALT
Anfield Diversified Alternatives ETF
DALT
|
$381K |
| 5 |
Apple
AAPL
|
$366K |
Sector Composition
| 1 | Consumer Discretionary | 7.11% |
| 2 | Technology | 6.56% |
| 3 | Healthcare | 4.85% |
| 4 | Consumer Staples | 4.66% |
| 5 | Industrials | 2.68% |
