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 Buys

1
+$28.2M
2
+$28M
3
+$16.5M
4
SIXO icon
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
SIXO
+$9.91M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$9.38M

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
51
$1.55M 0.43%
8,190
-66,365
52
$1.54M 0.43%
+23,866
53
$1.54M 0.43%
29,529
+25,760
54
$1.48M 0.41%
+1,399
55
$1.46M 0.41%
+16,740
56
$1.45M 0.4%
+27,397
57
$1.44M 0.4%
+2,461
58
$1.42M 0.4%
2,434
-12,184
59
$1.37M 0.38%
30,270
+25,133
60
$1.36M 0.38%
+1,953
61
$1.31M 0.36%
25,959
+21,567
62
$1.29M 0.36%
+14,435
63
$1.23M 0.34%
+46,687
64
$1.22M 0.34%
+5,023
65
$1.2M 0.34%
+11,321
66
$1.2M 0.34%
+48,949
67
$1.18M 0.33%
+15,212
68
$1.16M 0.32%
+44,376
69
$1.09M 0.3%
+5,173
70
$1.08M 0.3%
+4,201
71
$1.08M 0.3%
+37,580
72
$1.07M 0.3%
+4,431
73
$1.04M 0.29%
+45,069
74
$1.04M 0.29%
+41,128
75
$961K 0.27%
+1,602
1 2
3
4 5