BO
Bach Option Portfolio holdings
AUM
$11.6M
This Quarter Return
-0.27%
1 Year Return
+1.97%
3 Year Return
+1.85%
5 Year Return
–
10 Year Return
–
AUM
$20.7M
AUM Growth
+$20.7M
(+7.8%)
Cap. Flow
+$1.5M
Cap. Flow
% of AUM
7.24%
Top 10 Holdings %
Top 10 Hldgs %
92.49%
Holding
79
New
14
Increased
2
Reduced
1
Closed
11
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.73M |
| 2 |
Boeing
BA
|
$573K |
| 3 |
Bank of America
BAC
|
$385K |
| 4 |
Wells Fargo
WFC
|
$373K |
| 5 |
Deere & Co
DE
|
$338K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$2.44M |
| 2 |
Chipotle Mexican Grill
CMG
|
$442K |
| 3 |
VMW
VMware, Inc
VMW
|
$383K |
| 4 |
Apple
AAPL
|
$372K |
| 5 |
EOG Resources
EOG
|
$281K |
Sector Composition
| 1 | Financials | 7.35% |
| 2 | Industrials | 4.41% |
| 3 | Healthcare | 3.07% |
| 4 | Consumer Discretionary | 2.51% |
| 5 | Communication Services | 1.21% |
