BOSSRA
B.O.S.S. Retirement Advisors Portfolio holdings
AUM
$398M
1-Year Est. Return
16.79%
1 Year Est. Return
+16.79%
AUM
$398M
AUM Growth
+$53.4M
(+15%)
Holding
210
Top Buys
| 1 | +$43.4M | |
| 2 | +$3.96M | |
| 3 | +$3.7M | |
| 4 |
PIMCO Ultra Short Government Active ETF
BILZ
|
+$2.17M |
| 5 |
ONEZ
TrueShares Seasonality Laddered Buffered ETF
ONEZ
|
+$1.89M |
Top Sells
| 1 | +$40.6M | |
| 2 | +$3.01M | |
| 3 | +$1.89M | |
| 4 |
TrueShares Structured Outcome December ETF
DECZ
|
+$1.78M |
| 5 |
TrueShares Structured Outcome August ETF
AUGZ
|
+$1.69M |
Sector Composition
| 1 | Technology | 7.41% |
| 2 | Consumer Staples | 3.39% |
| 3 | Consumer Discretionary | 2.43% |
| 4 | Financials | 1.74% |
| 5 | Healthcare | 1.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Ecopetrol
EC
$18.6B
| – | – |
-13,130
|
|
||
202
Elevance Health
ELV
$78.5B
| – | – |
-585
|
|
||
203
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.68B
| – | – |
-13,257
|
|
||
204
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
| – | – |
-5,240
|
|
||
205
TrueShares Structured Outcome January ETF
JANZ
$24.2M
| – | – |
-25,451
|
|
||
206
TrueShares Structured Outcome July ETF
JULZ
$37M
| – | – |
-20,884
|
|
||
207
Kroger
KR
$45.7B
| – | – |
-3,322
|
|
||
208
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.24B
| – | – |
-12,036
|
|
||
209
TrueShares Structured Outcome March ETF
MARZ
$16M
| – | – |
-27,066
|
|
||
210
Altria Group
MO
$109B
| – | – |
-3,819
|
|