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
$358M
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Sells

1 +$25.4M
2 +$20.4M
3 +$16.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.6M
5
AVGO icon
Broadcom
AVGO
+$10.7M

Sector Composition

1 Technology 8.28%
2 Consumer Staples 3.77%
3 Financials 2.69%
4 Consumer Discretionary 2.54%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.19M 0.89%
60,822
+52,479
27
$2.81M 0.79%
21,763
+19,697
28
$2.61M 0.73%
105,783
+7,465
29
$2.57M 0.72%
6,354
-14,738
30
$2.52M 0.7%
27,539
+21,239
31
$2.49M 0.7%
40,174
+32,983
32
$2.43M 0.68%
109,409
+89,941
33
$2.42M 0.68%
4,861
-5,532
34
$2.37M 0.66%
23,634
+17,872
35
$2.32M 0.65%
+25,151
36
$2.28M 0.64%
17,901
+14,317
37
$2.27M 0.63%
22,514
+15,672
38
$2.24M 0.63%
22,352
+16,524
39
$1.94M 0.54%
107,666
+83,431
40
$1.88M 0.53%
+14,830
41
$1.87M 0.52%
3,659
+3,057
42
$1.87M 0.52%
5,096
-640
43
$1.83M 0.51%
49,366
+42,447
44
$1.75M 0.49%
9,172
+7,783
45
$1.73M 0.48%
31,316
+25,961
46
$1.73M 0.48%
48,928
+40,453
47
$1.72M 0.48%
+140,121
48
$1.72M 0.48%
+23,977
49
$1.69M 0.47%
+4,078
50
$1.68M 0.47%
68,117
+2,419