BO

Bach Option Portfolio holdings

AUM $11.6M
1-Year Est. Return 21.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.2M
AUM Growth
-$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$733K
2
+$449K
3
+$408K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$358K
5
BMY icon
Bristol-Myers Squibb
BMY
+$342K

Top Sells

1
+$3.41M
2
+$521K
3
+$516K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$463K
5
AAPL icon
Apple
AAPL
+$421K

Sector Composition

1 Communication Services 5.76%
2 Financials 5.36%
3 Consumer Staples 3.83%
4 Consumer Discretionary 3.34%
5 Healthcare 2.17%
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