BO

Bach Option Portfolio holdings

AUM $11.6M
1-Year Est. Return 1.97%
This Quarter Est. Return
1 Year Est. Return
+1.97%
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
+$1.5M
2
+$305K
3
+$289K
4
MSFT icon
Microsoft
MSFT
+$282K
5
GE icon
GE Aerospace
GE
+$258K

Top Sells

1
+$1.97M
2
+$1.09M
3
+$512K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$220K
5
GILD icon
Gilead Sciences
GILD
+$212K

Sector Composition

1 Healthcare 2.86%
2 Technology 2.79%
3 Industrials 2.55%
4 Consumer Discretionary 2.4%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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