BOSSRA

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

AUM $398M
1-Year Est. Return 16.79%
This Quarter Est. Return
1 Year Est. Return
+16.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$391M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1 +$7.9M
2 +$7.7M
3 +$3.92M
4
AMZN icon
Amazon
AMZN
+$3.88M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.65M

Top Sells

1 +$6.02M
2 +$2.77M
3 +$1.95M
4
CMA icon
Comerica
CMA
+$1.91M
5
STX icon
Seagate
STX
+$1.59M

Sector Composition

1 Technology 21.59%
2 Financials 15.91%
3 Consumer Discretionary 12.05%
4 Healthcare 9%
5 Communication Services 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.08M 1.04%
9,023
+2,606
27
$4.05M 1.03%
15,733
+5,790
28
$4.02M 1.03%
107,169
+39,428
29
$3.98M 1.02%
8,931
+3,309
30
$3.96M 1.01%
83,252
+30,656
31
$3.95M 1.01%
27,038
+7,885
32
$3.81M 0.98%
97,356
+37,956
33
$3.78M 0.97%
29,173
+10,516
34
$3.78M 0.97%
42,342
+14,324
35
$3.76M 0.96%
21,900
+6,839
36
$3.58M 0.92%
32,511
+11,452
37
$3.55M 0.91%
106,103
+37,924
38
$3.44M 0.88%
30,611
+10,809
39
$3.31M 0.85%
28,540
+10,034
40
$3.31M 0.85%
95,606
-3,332
41
$3.12M 0.8%
23,525
+7,324
42
$3.09M 0.79%
19,316
+7,258
43
$2.96M 0.76%
46,676
+15,732
44
$2.95M 0.76%
13,831
+4,382
45
$2.77M 0.71%
+17,077
46
$2.72M 0.7%
36,134
+13,218
47
$2.7M 0.69%
6,109
+1,565
48
$2.61M 0.67%
+9,740
49
$2.57M 0.66%
56,483
+31,193
50
$2.5M 0.64%
25,167
+8,017