BBA
Braun-Bostich & Associates Portfolio holdings
AUM
$146M
This Quarter Return
+8.23%
1 Year Return
+12.85%
3 Year Return
+45.67%
5 Year Return
+68.97%
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+8.4%)
Cap. Flow
+$1.58M
Cap. Flow
% of AUM
1.08%
Top 10 Holdings %
Top 10 Hldgs %
39.57%
Holding
122
New
11
Increased
46
Reduced
54
Closed
4
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.51M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.95M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$1.5M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$1.07M |
| 5 |
iShares S&P 100 ETF
OEF
|
$998K |
Top Sells
Sector Composition
| 1 | Technology | 7.42% |
| 2 | Consumer Discretionary | 4.31% |
| 3 | Financials | 2.59% |
| 4 | Consumer Staples | 1.99% |
| 5 | Healthcare | 1.75% |
