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
76
$1.72M 0.35%
40,135
+1,380
77
$1.71M 0.34%
116,346
+4,845
78
$1.71M 0.34%
73,117
+1,814
79
$1.69M 0.34%
29,178
+882
80
$1.67M 0.34%
7,554
+72
81
$1.67M 0.34%
13,765
+278
82
$1.66M 0.34%
+65,698
83
$1.66M 0.33%
25,204
-293
84
$1.65M 0.33%
21,933
+2,058
85
$1.64M 0.33%
15,981
+471
86
$1.63M 0.33%
17,930
+410
87
$1.58M 0.32%
36,774
+454
88
$1.55M 0.31%
47,698
+2,666
89
$1.55M 0.31%
16,990
+621
90
$1.51M 0.3%
14,623
+269
91
$1.5M 0.3%
24,697
+657
92
$1.44M 0.29%
2,917
-38
93
$1.41M 0.28%
42,759
+1,347
94
$1.33M 0.27%
10,384
+277
95
$1.33M 0.27%
24,884
+2,126
96
$1.33M 0.27%
13,865
+740
97
$1.31M 0.26%
41,555
+2,412
98
$1.3M 0.26%
123,523
+7,021
99
$1.29M 0.26%
20,842
+574
100
$1.29M 0.26%
31,421
+868
2 3
4
5 6