BBA
Braun-Bostich & Associates Portfolio holdings
AUM
$162M
1-Year Est. Return
17.45%
1 Year Est. Return
+17.45%
AUM
$162M
AUM Growth
+$3.27M
(+2.1%)
Holding
132
Top Buys
| 1 | +$1.94M | |
| 2 | +$1.12M | |
| 3 | +$1.02M | |
| 4 |
SYSB
iShares Systematic Bond ETF
SYSB
|
+$335K |
| 5 |
Toronto Dominion Bank
TD
|
+$297K |
Top Sells
| 1 | +$2.32M | |
| 2 | +$592K | |
| 3 | +$571K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$395K |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$319K |
Sector Composition
| 1 | Technology | 7.21% |
| 2 | Consumer Discretionary | 4.21% |
| 3 | Financials | 2.99% |
| 4 | Healthcare | 2.28% |
| 5 | Communication Services | 1.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
iShares 0-5 Year TIPS Bond ETF
STIP
$12.8B
| – | – |
-3,089
|
|
||
127
Oracle
ORCL
$545B
| – | – |
-882
|
|
||
128
Altria Group
MO
$103B
| – | – |
-3,563
|
|
||
129
Linde
LIN
$205B
| – | – |
-437
|
|
||
130
iShares Core Universal USD Bond ETF
IUSB
$34.6B
| – | – |
-6,222
|
|
||
131
iShares MSCI EAFE Growth ETF
EFG
$9.8B
| – | – |
-2,308
|
|
||
132
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.96B
| – | – |
-9,619
|
|