BOSSRA
B.O.S.S. Retirement Advisors Portfolio holdings
AUM
$398M
This Quarter Return
+6.73%
1 Year Return
+16.79%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$426M
AUM Growth
+$426M
(+9%)
Cap. Flow
+$15M
Cap. Flow
% of AUM
3.53%
Top 10 Holdings %
Top 10 Hldgs %
22.87%
Holding
237
New
27
Increased
137
Reduced
57
Closed
10
Top Buys
| 1 |
WBA
Walgreens Boots Alliance
WBA
|
$1.92M |
| 2 |
Unum
UNM
|
$1.89M |
| 3 |
McDonald's
MCD
|
$1.68M |
| 4 |
Truist Financial
TFC
|
$1.57M |
| 5 |
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
SIXJ
|
$1.25M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.41M |
| 2 |
Western Union
WU
|
$1.65M |
| 3 |
Intel
INTC
|
$1.53M |
| 4 |
Sempra
SRE
|
$1.47M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$1.39M |
Sector Composition
| 1 | Technology | 14.42% |
| 2 | Financials | 10.7% |
| 3 | Healthcare | 7.29% |
| 4 | Utilities | 7.28% |
| 5 | Consumer Discretionary | 6.71% |
