BOSSRA
B.O.S.S. Retirement Advisors Portfolio holdings
AUM
$398M
This Quarter Return
+2.67%
1 Year Return
+16.79%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$391M
AUM Growth
+$391M
(+50%)
Cap. Flow
+$119M
Cap. Flow
% of AUM
30.44%
Top 10 Holdings %
Top 10 Hldgs %
31.82%
Holding
174
New
52
Increased
88
Reduced
27
Closed
7
Top Buys
| 1 |
NVIDIA
NVDA
|
$17.3M |
| 2 |
Apple
AAPL
|
$7.9M |
| 3 |
SIXD
AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
SIXD
|
$7.7M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$3.92M |
| 5 |
Amazon
AMZN
|
$3.88M |
Top Sells
| 1 |
Broadcom
AVGO
|
$6.02M |
| 2 |
Dow Inc
DOW
|
$2.77M |
| 3 |
Kinder Morgan
KMI
|
$1.95M |
| 4 |
Comerica
CMA
|
$1.91M |
| 5 |
Seagate
STX
|
$1.59M |
Sector Composition
| 1 | Technology | 21.59% |
| 2 | Financials | 15.91% |
| 3 | Consumer Discretionary | 12.05% |
| 4 | Healthcare | 9% |
| 5 | Communication Services | 8.94% |
