BO
Bach Option Portfolio holdings
AUM
$11.6M
1-Year Return
1.97%
This Quarter Return
+0.21%
1 Year Return
+1.97%
3 Year Return
+1.85%
5 Year Return
–
10 Year Return
–
AUM
$23.4M
AUM Growth
+$13.5M
(+138%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
57.65%
Top 10 Holdings %
Top 10 Hldgs %
84.59%
Holding
68
New
10
Increased
9
Reduced
3
Closed
11
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$8.82M |
| 2 |
SPDR Gold Trust
GLD
|
$1.93M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$1.53M |
| 4 |
Invesco QQQ Trust
QQQ
|
$1.43M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$852K |
Top Sells
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$2.03M |
| 2 |
Prudential Financial
PRU
|
$533K |
| 3 |
TSMC
TSM
|
$336K |
| 4 |
Biogen
BIIB
|
$333K |
| 5 |
Lincoln National
LNC
|
$301K |
Sector Composition
| 1 | Consumer Discretionary | 8.05% |
| 2 | Communication Services | 5.91% |
| 3 | Financials | 3.32% |
| 4 | Industrials | 3.16% |
| 5 | Real Estate | 0% |
