BBA
Braun-Bostich & Associates Portfolio holdings
AUM
$159M
1-Year Est. Return
13.68%
1 Year Est. Return
+13.68%
AUM
$159M
AUM Growth
+$12.3M
(+8.4%)
Holding
129
Top Buys
| 1 | +$2.77M | |
| 2 | +$2.48M | |
| 3 | +$2.12M | |
| 4 |
Global X Defense Tech ETF
SHLD
|
+$1.35M |
| 5 |
abrdn Physical Silver Shares ETF
SIVR
|
+$891K |
Top Sells
| 1 | +$3.41M | |
| 2 | +$2.27M | |
| 3 | +$1.37M | |
| 4 |
BlackRock Flexible Income ETF
BINC
|
+$940K |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$466K |
Sector Composition
| 1 | Technology | 7.32% |
| 2 | Consumer Discretionary | 4.51% |
| 3 | Financials | 2.62% |
| 4 | Healthcare | 1.82% |
| 5 | Consumer Staples | 1.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
ServiceNow
NOW
$171B
| – | – |
-199
|
|
||
127
Philip Morris
PM
$244B
| – | – |
-1,205
|
|
||
128
RELX
RELX
$72.4B
| – | – |
-3,919
|
|
||
129
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
| – | – |
-4,487
|
|