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
$46.7M
AUM Growth
+$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$259K
2 +$236K
3 +$215K
4
COP icon
ConocoPhillips
COP
+$209K
5
AMAT icon
Applied Materials
AMAT
+$208K

Top Sells

1 +$296K
2 +$117K
3 +$98.1K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$75.5K
5
NVR icon
NVR
NVR
+$50.8K

Sector Composition

1 Technology 8.7%
2 Consumer Discretionary 6.94%
3 Healthcare 5.25%
4 Consumer Staples 3.23%
5 Financials 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$200K 0.43%
+427