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
$20.6M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$560K
3
+$384K
4
WFC icon
Wells Fargo
WFC
+$378K
5
DE icon
Deere & Co
DE
+$344K

Top Sells

1
+$2.32M
2
+$442K
3
+$383K
4
AAPL icon
Apple
AAPL
+$352K
5
EOG icon
EOG Resources
EOG
+$281K

Sector Composition

1 Financials 7.35%
2 Industrials 4.41%
3 Healthcare 3.07%
4 Consumer Discretionary 2.51%
5 Communication Services 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-6,763
77
– –
-3,015
78
– –
0
79
– –
0
1 2 3
4