BOSSRA
B.O.S.S. Retirement Advisors Portfolio holdings
AUM
$398M
This Quarter Return
+8.25%
1 Year Return
+16.79%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$261M
AUM Growth
+$261M
(-49%)
Cap. Flow
-$255M
Cap. Flow
% of AUM
-97.47%
Top 10 Holdings %
Top 10 Hldgs %
28%
Holding
242
New
1
Increased
–
Reduced
121
Closed
120
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$231K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$19.2M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$15.8M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$15M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$13.2M |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
$7.42M |
Sector Composition
| 1 | Technology | 21.49% |
| 2 | Financials | 18.54% |
| 3 | Consumer Discretionary | 11.96% |
| 4 | Healthcare | 9.02% |
| 5 | Utilities | 8.85% |
