BOSSRA
B.O.S.S. Retirement Advisors Portfolio holdings
AUM
$398M
This Quarter Return
+9.77%
1 Year Return
+16.79%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$391M
AUM Growth
–
Cap. Flow
+$391M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
22.51%
Holding
210
New
210
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$17.3M |
| 2 |
Microsoft
MSFT
|
$12.8M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$11.2M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$10.5M |
| 5 |
Apple
AAPL
|
$10.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.42% |
| 2 | Financials | 11.75% |
| 3 | Utilities | 7.5% |
| 4 | Healthcare | 7.09% |
| 5 | Industrials | 5.85% |
