BBA
Braun-Bostich & Associates Portfolio holdings
AUM
$162M
1-Year Est. Return
17.45%
This Fund
S&P 500
1 Year Est. Return
+17.45%
AUM
$162M
AUM Growth
+$3.27M
(+2.1%)
Holding
132
Top Buys
| 1 | +$1.92M | |
| 2 | +$1.12M | |
| 3 | +$1.02M | |
| 4 |
SYSB
iShares Systematic Bond ETF
SYSB
|
+$336K |
| 5 |
Meta Platforms (Facebook)
META
|
+$294K |
Top Sells
| 1 | +$2.29M | |
| 2 | +$586K | |
| 3 | +$576K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$392K |
| 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
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.3B
| – | – |
-9,619
|
|
||
127
iShares MSCI EAFE Growth ETF
EFG
$9.91B
| – | – |
-2,308
|
|
||
128
iShares Core Universal USD Bond ETF
IUSB
$36B
| – | – |
-6,222
|
|
||
129
Linde
LIN
$234B
| – | – |
-437
|
|
||
130
Altria Group
MO
$116B
| – | – |
-3,563
|
|
||
131
Oracle
ORCL
$416B
| – | – |
-882
|
|
||
|
132
iShares 0-5 Year TIPS Bond ETF
STIP
$14.1B
| – | – |
-3,089
|
|