BO
Bach Option Portfolio holdings
AUM
$11.6M
1-Year Est. Return
1.97%
1 Year Est. Return
+1.97%
AUM
$11.6M
AUM Growth
+$2.27M
(+24%)
Holding
51
Top Buys
| 1 | +$1.7M | |
| 2 | +$1.27M | |
| 3 | +$876K | |
| 4 |
UnitedHealth
UNH
|
+$871K |
| 5 |
Apple
AAPL
|
+$395K |
Top Sells
| 1 | +$652K | |
| 2 | +$612K | |
| 3 | +$538K | |
| 4 |
iShares China Large-Cap ETF
FXI
|
+$500K |
| 5 |
Alibaba
BABA
|
+$375K |
Sector Composition
| 1 | Healthcare | 7.52% |
| 2 | Technology | 6.12% |
| 3 | Communication Services | 4.04% |
| 4 | Financials | 1.81% |
| 5 | Energy | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Health Care Select Sector SPDR Fund
XLV
$36B
| – | – |
0
|
|