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
251
$6K 0.01%
69
252
$6K 0.01%
184
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$6K 0.01%
144
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$6K 0.01%
618
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$6K 0.01%
160
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$6K 0.01%
21
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$6K 0.01%
335
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$6K 0.01%
+25
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$5K ﹤0.01%
110
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$5K ﹤0.01%
100
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$5K ﹤0.01%
+11
262
$5K ﹤0.01%
281
263
$5K ﹤0.01%
84
-6,409
264
$5K ﹤0.01%
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+140
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99
268
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+14
269
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$5K ﹤0.01%
+113
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$5K ﹤0.01%
1,334
272
$4K ﹤0.01%
100
273
$4K ﹤0.01%
+31
274
$4K ﹤0.01%
157
275
$4K ﹤0.01%
+51