BOSSRA

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

AUM $398M
1-Year Est. Return 16.79%
This Quarter Est. Return
1 Year Est. Return
+16.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$6.52M
3
+$6.08M
4
SCHQ icon
Schwab Long-Term US Treasury ETF
SCHQ
+$5.23M
5
NVDA icon
NVIDIA
NVDA
+$3.73M

Top Sells

1
+$3.66M
2
+$3.44M
3
+$3.31M
4
JPM icon
JPMorgan Chase
JPM
+$3.01M
5
A icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$312K 0.06%
+13,853
177
$294K 0.06%
+602
178
$290K 0.06%
+1,144
179
$282K 0.06%
+1,656
180
$274K 0.06%
+9,309
181
$273K 0.06%
+2,066
182
$266K 0.05%
4,998
-708
183
$266K 0.05%
513
-317
184
$257K 0.05%
+9,568
185
$257K 0.05%
+6,919
186
$254K 0.05%
+5,057
187
$254K 0.05%
10,826
+931
188
$252K 0.05%
+2,616
189
$243K 0.05%
+5,137
190
$242K 0.05%
+2,038
191
$232K 0.05%
+1,389
192
$231K 0.05%
+4,392
193
$230K 0.05%
4,543
+212
194
$224K 0.05%
+8,723
195
$224K 0.05%
+1,186
196
$223K 0.05%
+1,065
197
$219K 0.04%
+2,019
198
$219K 0.04%
+4,509
199
$218K 0.04%
+3,769
200
$217K 0.04%
+4,100
5 6 7
8
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