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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
$53.6M
AUM Growth
+$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$5.53M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.73M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$3.82M

Top Sells

1
+$3M
2
+$1.74M
3
+$1.38M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.38M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.33M

Sector Composition

1 Technology 12.19%
2 Consumer Discretionary 5.77%
3 Healthcare 4.49%
4 Financials 2.85%
5 Energy 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-71,912
102
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-11,087
103
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-11,066
104
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-13,156
105
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-5,507
106
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-7,254
107
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-1,349
108
– –
-2,719
109
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-3,607
110
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-4,814
111
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-427
112
– –
-5,430
113
– –
-570
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5