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BBA

Braun-Bostich & Associates Portfolio holdings

AUM $160M
1-Year Est. Return 17.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.1M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.99%
2 Healthcare 6.82%
3 Consumer Discretionary 6.73%
4 Financials 5.62%
5 Consumer Staples 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
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5
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0
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+2
345
$0 ﹤0.01%
22
346
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347
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348
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-3