BBA
Braun-Bostich & Associates Portfolio holdings
AUM
$146M
1-Year Return
12.85%
This Quarter Return
+3.16%
1 Year Return
+12.85%
3 Year Return
+45.67%
5 Year Return
+68.97%
10 Year Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.75%
Holding
316
New
313
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.2% |
| 2 | Healthcare | 6.9% |
| 3 | Industrials | 5.7% |
| 4 | Financials | 4.88% |
| 5 | Consumer Discretionary | 4.7% |
