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
51
$2.67M 0.54%
73,678
+9,082
52
$2.61M 0.53%
+25,210
53
$2.57M 0.52%
+21,687
54
$2.47M 0.5%
83,917
+10,970
55
$2.46M 0.5%
85,052
+11,558
56
$2.46M 0.5%
+98,318
57
$2.46M 0.5%
50,334
-714
58
$2.46M 0.49%
+17,107
59
$2.4M 0.48%
53,532
+3,111
60
$2.25M 0.45%
34,795
+23,897
61
$2.23M 0.45%
64,345
+1,712
62
$2.16M 0.44%
24,257
+373
63
$2.14M 0.43%
15,075
+337
64
$1.98M 0.4%
5,736
+3,714
65
$1.96M 0.39%
117,013
+3,960
66
$1.92M 0.39%
42,008
+1,638
67
$1.89M 0.38%
28,730
+810
68
$1.85M 0.37%
45,063
+793
69
$1.82M 0.37%
12,238
-16,935
70
$1.77M 0.36%
17,121
+880
71
$1.77M 0.36%
61,276
-15,415
72
$1.76M 0.36%
20,259
+376
73
$1.76M 0.35%
74,921
-2,202
74
$1.76M 0.35%
14,457
+486
75
$1.72M 0.35%
24,399
+883
1 2
3
4 5