BOSSRA

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

AUM $418M
1-Year Est. Return 16.37%
This Quarter Est. Return
1 Year Est. Return
+16.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$28M
3
+$16.5M
4
SIXO icon
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
+$9.91M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$9.38M

Top Sells

1
+$25.4M
2
+$20.4M
3
+$16.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.6M
5
AVGO icon
Broadcom
AVGO
+$10.7M

Sector Composition

1 Technology 8.28%
2 Consumer Staples 3.77%
3 Financials 2.69%
4 Consumer Discretionary 2.54%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$78K 0.02%
+100,000
177
– –
-60,321
178
– –
-4,509
179
– –
-12,238
180
– –
-15,981
181
– –
-47,801
182
– –
-1,981
183
– –
-19,158
184
– –
-1,093
185
– –
-3,406
186
– –
-6,752
187
– –
-37,842
188
– –
-7,842
189
– –
-14,623
190
– –
-62,254
191
– –
-73,678
192
– –
-54,663
193
– –
-47,698
194
– –
-45,063
195
– –
-15,557
196
– –
-9,568
197
– –
-19,737
198
– –
-9,691
199
– –
-24,399
200
– –
-83,917
6 7
8
9 10