BOSSRA

B.O.S.S. Retirement Advisors Portfolio holdings

AUM $418M
1-Year Est. Return 16.37%
This Quarter Est. Return
1 Year Est. Return
+16.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$7.42M
2
+$6.62M
3
+$3.07M
4
IEX icon
IDEX
IEX
+$2.91M
5
JPM icon
JPMorgan Chase
JPM
+$2.69M

Top Sells

1
+$3.22M
2
+$3.11M
3
+$2.63M
4
ADBE icon
Adobe
ADBE
+$2.61M
5
EMR icon
Emerson Electric
EMR
+$2.61M

Sector Composition

1 Technology 14.5%
2 Financials 11.5%
3 Consumer Discretionary 7.7%
4 Healthcare 6.44%
5 Utilities 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
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