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
101
$1.27M 0.26%
28,744
+1,101
102
$1.27M 0.26%
9,421
+842
103
$1.26M 0.25%
72,037
+2,416
104
$1.26M 0.25%
37,055
+4,461
105
$1.25M 0.25%
62,254
+5,454
106
$1.25M 0.25%
39,290
+8,033
107
$1.21M 0.24%
22,191
+1,784
108
$1.19M 0.24%
12,411
+562
109
$1.18M 0.24%
21,298
+2,948
110
$1.18M 0.24%
19,737
-28,003
111
$1.15M 0.23%
15,254
+6,867
112
$1.15M 0.23%
10,460
+198
113
$1.15M 0.23%
10,704
+745
114
$1.15M 0.23%
13,332
+670
115
$1.14M 0.23%
31,708
+173
116
$1.12M 0.23%
1,949
+24
117
$1.1M 0.22%
12,496
+2,159
118
$1.09M 0.22%
4,963
+2,741
119
$1.09M 0.22%
+37,842
120
$1.09M 0.22%
9,922
+371
121
$1.01M 0.2%
3,557
+759
122
$1.01M 0.2%
18,320
+870
123
$995K 0.2%
16,860
+10,080
124
$984K 0.2%
11,124
+3,209
125
$973K 0.2%
22,527
+661
3 4
5
6 7