BOSSRA

B.O.S.S. Retirement Advisors Portfolio holdings

AUM $418M
1-Year Est. Return 16.37%
This Quarter Est. Return
1 Year Est. Return
+16.37%
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
126
$1.52M 0.32%
13,515
+2,005
127
$1.52M 0.32%
12,941
-11,550
128
$1.51M 0.32%
+44,896
129
$1.51M 0.32%
56,047
+2,080
130
$1.51M 0.32%
41,828
-4,370
131
$1.5M 0.32%
16,769
+879
132
$1.49M 0.32%
56,225
-5,749
133
$1.49M 0.32%
160,792
+57,813
134
$1.48M 0.31%
47,773
+14,009
135
$1.48M 0.31%
+17,445
136
$1.48M 0.31%
+169,972
137
$1.48M 0.31%
+15,073
138
$1.46M 0.31%
37,502
-4,113
139
$1.45M 0.31%
16,415
-1,805
140
$1.44M 0.31%
10,244
+341
141
$1.42M 0.3%
42,540
-3,605
142
$1.42M 0.3%
18,785
+2,572
143
$1.41M 0.3%
32,942
-46,807
144
$1.4M 0.3%
6,213
+396
145
$1.4M 0.3%
15,467
-1,769
146
$1.39M 0.3%
20,051
+4,877
147
$1.39M 0.3%
+7,074
148
$1.29M 0.27%
+27,931
149
$1.27M 0.27%
3,432
+870
150
$1.26M 0.27%
+43,372
4 5
6
7 8