BOSSRA
B.O.S.S. Retirement Advisors Portfolio holdings
AUM
$398M
This Quarter Return
+7.27%
1 Year Return
+16.79%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$497M
AUM Growth
+$497M
(+27%)
Cap. Flow
+$78.9M
Cap. Flow
% of AUM
15.9%
Top 10 Holdings %
Top 10 Hldgs %
28.71%
Holding
217
New
50
Increased
138
Reduced
18
Closed
11
Top Buys
| 1 |
Broadcom
AVGO
|
$8.26M |
| 2 |
AllianzIM U.S. Large Cap Buffer20 Sep ETF
SEPW
|
$6.52M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$6.08M |
| 4 |
Schwab Long-Term US Treasury ETF
SCHQ
|
$5.23M |
| 5 |
NVIDIA
NVDA
|
$3.73M |
Top Sells
| 1 |
Comcast
CMCSA
|
$3.66M |
| 2 |
Prologis
PLD
|
$3.44M |
| 3 |
Qorvo
QRVO
|
$3.31M |
| 4 |
JPMorgan Chase
JPM
|
$3.01M |
| 5 |
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% |
