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
276
$7K 0.01%
+340
277
$7K 0.01%
30
278
$7K 0.01%
29
279
$7K 0.01%
+67
280
$7K 0.01%
37
281
$7K 0.01%
86
282
$6K 0.01%
100
283
$6K 0.01%
184
284
$6K 0.01%
102
+1
285
$6K 0.01%
5
286
$6K 0.01%
100
287
$6K 0.01%
87
288
$5K ﹤0.01%
86
289
$5K ﹤0.01%
48
290
$5K ﹤0.01%
125
291
$4K ﹤0.01%
149
292
$4K ﹤0.01%
98
293
$4K ﹤0.01%
47
294
$4K ﹤0.01%
60
-2,103
295
$4K ﹤0.01%
+101
296
$3K ﹤0.01%
107
297
$3K ﹤0.01%
75
298
$3K ﹤0.01%
94
299
$3K ﹤0.01%
3
300
$3K ﹤0.01%
23