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
101
$1.73M 0.37%
46,141
-5,590
102
$1.72M 0.37%
10,261
+3,374
103
$1.69M 0.36%
26,138
-6,343
104
$1.68M 0.36%
100,200
+6,805
105
$1.68M 0.36%
+64,171
106
$1.67M 0.35%
45,418
-693
107
$1.66M 0.35%
+16,297
108
$1.66M 0.35%
49,096
-3,514
109
$1.65M 0.35%
+38,911
110
$1.63M 0.35%
14,835
-76
111
$1.63M 0.35%
31,039
-3,053
112
$1.63M 0.35%
19,333
-2,037
113
$1.63M 0.35%
150,764
-21,919
114
$1.61M 0.34%
7,781
-2,627
115
$1.6M 0.34%
+93,062
116
$1.6M 0.34%
27,129
-3,300
117
$1.6M 0.34%
+8,839
118
$1.58M 0.34%
43,874
-5,287
119
$1.57M 0.33%
51,726
+5,719
120
$1.54M 0.33%
80,517
-1,733
121
$1.54M 0.33%
20,122
-2,410
122
$1.54M 0.33%
36,840
+14,746
123
$1.53M 0.32%
58,539
+14,369
124
$1.53M 0.32%
+59,251
125
$1.53M 0.32%
7,720
+397
3 4
5
6 7