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BO

Bach Option Portfolio holdings

AUM $11.6M
1-Year Est. Return 21.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.1M
AUM Growth
-$236K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.44M
3
+$855K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$654K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$423K

Top Sells

1
+$1.91M
2
+$1.29M
3
+$365K
4
LOW icon
Lowe's Companies
LOW
+$362K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$358K

Sector Composition

1 Consumer Discretionary 4.59%
2 Healthcare 1.9%
3 Energy 1.86%
4 Industrials 0%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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