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

Top Buys

1
+$2.73M
2
+$573K
3
+$385K
4
WFC icon
Wells Fargo
WFC
+$373K
5
DE icon
Deere & Co
DE
+$338K

Top Sells

1
+$2.44M
2
+$442K
3
+$383K
4
AAPL icon
Apple
AAPL
+$372K
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