BO
Bach Option Portfolio holdings
AUM
$11.6M
This Quarter Return
+0.17%
1 Year Return
+1.97%
3 Year Return
+1.85%
5 Year Return
–
10 Year Return
–
AUM
$24.1M
AUM Growth
+$24.1M
(-14%)
Cap. Flow
-$4.41M
Cap. Flow
% of AUM
-18.33%
Top 10 Holdings %
Top 10 Hldgs %
99.11%
Holding
71
New
6
Increased
2
Reduced
3
Closed
18
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$5.75M |
| 2 |
Alibaba
BABA
|
$487K |
| 3 |
UnitedHealth
UNH
|
$358K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$248K |
| 5 |
Charles Schwab
SCHW
|
$231K |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$4.85M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$973K |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$712K |
| 4 |
Apple
AAPL
|
$645K |
| 5 |
Morgan Stanley
MS
|
$503K |
Sector Composition
| 1 | Communication Services | 2.47% |
| 2 | Consumer Discretionary | 2.02% |
| 3 | Financials | 1.86% |
| 4 | Healthcare | 1.49% |
| 5 | Real Estate | 0.89% |
