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
$497M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1 +$8.26M
2 +$6.52M
3 +$6.08M
4
SCHQ icon
Schwab Long-Term US Treasury ETF
SCHQ
+$5.23M
5
NVDA icon
NVIDIA
NVDA
+$3.73M

Top Sells

1 +$3.66M
2 +$3.44M
3 +$3.31M
4
JPM icon
JPMorgan Chase
JPM
+$3.01M
5
A icon
Agilent Technologies
A
+$2.51M

Sector Composition

1 Technology 21.16%
2 Financials 14.55%
3 Consumer Discretionary 11.58%
4 Healthcare 8.4%
5 Communication Services 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.34M 1.08%
47,801
+5,459
27
$5.31M 1.07%
241,517
+21,101
28
$5.3M 1.07%
10,707
+1,684
29
$5.23M 1.05%
+149,557
30
$4.99M 1.01%
30,797
+3,759
31
$4.98M 1%
18,105
+2,230
32
$4.89M 0.98%
123,121
+15,952
33
$4.8M 0.97%
90,260
+7,008
34
$4.74M 0.95%
24,005
+2,105
35
$4.72M 0.95%
27,751
+1,725
36
$4.42M 0.89%
108,910
+13,304
37
$4.37M 0.88%
37,197
+4,686
38
$4.1M 0.83%
118,730
+12,627
39
$3.75M 0.75%
26,826
+3,301
40
$3.72M 0.75%
21,571
+2,255
41
$3.61M 0.73%
13,198
-2,535
42
$3.44M 0.69%
38,864
+2,730
43
$3.42M 0.69%
54,663
+7,987
44
$3.3M 0.66%
15,969
+2,138
45
$3.29M 0.66%
6,655
+546
46
$3.22M 0.65%
21,832
-5,523
47
$3.18M 0.64%
3,589
+2,483
48
$3.14M 0.63%
19,158
+2,081
49
$2.97M 0.6%
58,150
+1,667
50
$2.76M 0.56%
40,884
+19,066