BBA
Braun-Bostich & Associates Portfolio holdings
AUM
$146M
This Quarter Return
-1.15%
1 Year Return
+12.85%
3 Year Return
+45.67%
5 Year Return
+68.97%
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(-3.3%)
Cap. Flow
-$867K
Cap. Flow
% of AUM
-0.62%
Top 10 Holdings %
Top 10 Hldgs %
44.08%
Holding
119
New
6
Increased
37
Reduced
61
Closed
11
Top Buys
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$1.28M |
| 2 |
iShares Gold Trust
IAU
|
$917K |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
$486K |
| 4 |
iShares High Yield Systematic Bond ETF
HYDB
|
$471K |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
$334K |
Top Sells
Sector Composition
| 1 | Technology | 7.4% |
| 2 | Consumer Discretionary | 5.02% |
| 3 | Financials | 2.81% |
| 4 | Healthcare | 1.93% |
| 5 | Consumer Staples | 1.72% |
