BO

Bach Option Portfolio holdings

AUM $11.6M
1-Year Est. Return 1.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.59M
AUM Growth
-$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$443K
3
+$297K
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$277K
5
CVX icon
Chevron
CVX
+$267K

Top Sells

1
+$2.64M
2
+$1.78M
3
+$494K
4
GLD icon
SPDR Gold Trust
GLD
+$365K
5
UNH icon
UnitedHealth
UNH
+$289K

Sector Composition

1 Consumer Discretionary 11.81%
2 Industrials 4.27%
3 Energy 3.52%
4 Technology 3.07%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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