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
$10.1M
AUM Growth
-$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$309K
3
+$281K
4
UNH icon
UnitedHealth
UNH
+$274K
5
GE icon
GE Aerospace
GE
+$273K

Top Sells

1
+$1.95M
2
+$1.12M
3
+$512K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$228K
5
GILD icon
Gilead Sciences
GILD
+$208K

Sector Composition

1 Healthcare 2.86%
2 Technology 2.79%
3 Industrials 2.55%
4 Consumer Discretionary 2.4%
5 Financials 0%
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