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
301
$3K ﹤0.01%
91
+16
302
$3K ﹤0.01%
63
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$3K ﹤0.01%
352
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$3K ﹤0.01%
+102
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3
306
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$2K ﹤0.01%
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$2K ﹤0.01%
20
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$2K ﹤0.01%
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$1K ﹤0.01%
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$1K ﹤0.01%
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+10
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$1K ﹤0.01%
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$1K ﹤0.01%
35
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$0 ﹤0.01%
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$0 ﹤0.01%
10
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$0 ﹤0.01%
5
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-153