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
$23.4M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$1.93M
3
+$1.53M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.43M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$852K

Top Sells

1
+$2.03M
2
+$533K
3
+$336K
4
BIIB icon
Biogen
BIIB
+$333K
5
LNC icon
Lincoln National
LNC
+$301K

Sector Composition

1 Consumer Discretionary 8.05%
2 Communication Services 5.91%
3 Financials 3.32%
4 Industrials 3.16%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
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