We are live on ! Find out more
BBA

Braun-Bostich & Associates Portfolio holdings

AUM $160M
1-Year Est. Return 17.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86M
AUM Growth
-$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.3M
3
+$1.21M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$478K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$331K

Top Sells

1
+$295K
2
+$295K
3
+$284K
4
ADBE icon
Adobe
ADBE
+$280K
5
SMLV icon
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
+$280K

Sector Composition

1 Consumer Discretionary 7.96%
2 Technology 6.64%
3 Healthcare 5.19%
4 Consumer Staples 4.16%
5 Communication Services 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-22
202
– –
-606
203
– –
-3,843
204
– –
-110
205
– –
-10
206
– –
-1,573
207
– –
-403
208
– –
-418
209
– –
-412
210
– –
-1,112
211
– –
-3,798
212
– –
-1,630
213
– –
-942
214
– –
-908
215
– –
-47
216
– –
-2,415
217
– –
-286
218
– –
-370
219
– –
-3,890
220
– –
-8
221
– –
-827
222
– –
-4,059
223
– –
-309
224
– –
-949
225
– –
-415
7 8
9
10 11