BO
Bach Option Portfolio holdings
AUM
$11.6M
This Quarter Return
+0.7%
1 Year Return
+1.97%
3 Year Return
+1.85%
5 Year Return
–
10 Year Return
–
AUM
$15.5M
AUM Growth
+$15.5M
(+104%)
Cap. Flow
+$7.59M
Cap. Flow
% of AUM
49.08%
Top 10 Holdings %
Top 10 Hldgs %
90.97%
Holding
71
New
9
Increased
5
Reduced
1
Closed
7
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.4M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.19M |
| 3 |
Apple
AAPL
|
$1.06M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$814K |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$708K |
Top Sells
| 1 |
Amazon
AMZN
|
$454K |
| 2 |
GE Aerospace
GE
|
$324K |
| 3 |
SPDR S&P Regional Banking ETF
KRE
|
$297K |
| 4 |
SPDR Gold Trust
GLD
|
$291K |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$280K |
Sector Composition
| 1 | Technology | 12.79% |
| 2 | Industrials | 5.18% |
| 3 | Consumer Discretionary | 5.02% |
| 4 | Financials | 2.33% |
| 5 | Materials | 0% |
