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
$391M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$17.3M
2 +$12.8M
3 +$11.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.5M
5
AAPL icon
Apple
AAPL
+$10.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.42%
2 Financials 11.75%
3 Utilities 7.5%
4 Healthcare 7.09%
5 Industrials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$223K 0.06%
+3,980
202
$223K 0.06%
+1,349
203
$222K 0.06%
+8,847
204
$218K 0.06%
+6,858
205
$217K 0.06%
+1,321
206
$216K 0.06%
+4,255
207
$208K 0.05%
+8,649
208
$206K 0.05%
+5,512
209
$203K 0.05%
+943
210
$7.64K ﹤0.01%
+1,437