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
$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
in Stake 		Capital Flow
51
$2.4M 0.51%
4,771
+168
52
$2.35M 0.5%
45,341
+4,524
53
$2.33M 0.5%
6,114
-233
54
$2.27M 0.48%
11,800
+10,345
55
$2.26M 0.48%
71,022
-5,469
56
$2.24M 0.48%
+42,145
57
$2.22M 0.47%
+35,941
58
$2.21M 0.47%
16,541
-11,351
59
$2.21M 0.47%
80,857
-7,220
60
$2.17M 0.46%
65,001
-4,295
61
$2.14M 0.45%
17,437
+149
62
$2.13M 0.45%
51,364
+6,402
63
$2.12M 0.45%
+40,982
64
$2.12M 0.45%
+18,759
65
$2.12M 0.45%
15,713
+77
66
$2.08M 0.44%
21,835
-2,670
67
$2.07M 0.44%
24,115
68
$2.05M 0.44%
18,573
+16,811
69
$2.04M 0.43%
23,103
+445
70
$2.03M 0.43%
6,309
+287
71
$2.03M 0.43%
+16,910
72
$2.02M 0.43%
+60,516
73
$2.02M 0.43%
18,419
+2,411
74
$2.02M 0.43%
+59,248
75
$1.99M 0.42%
4,241
+3,657
1 2
3
4 5