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
$24.1M
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$487K
3
+$358K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$248K
5
SCHW icon
Charles Schwab
SCHW
+$231K

Top Sells

1
+$4.85M
2
+$973K
3
+$712K
4
AAPL icon
Apple
AAPL
+$645K
5
MS icon
Morgan Stanley
MS
+$503K

Sector Composition

1 Communication Services 2.47%
2 Consumer Discretionary 2.02%
3 Financials 1.86%
4 Healthcare 1.49%
5 Real Estate 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
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