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
$18.4M
AUM Growth
-$2.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$479K
3
+$473K
4
CCL icon
Carnival Corp
CCL
+$419K
5
AAPL icon
Apple
AAPL
+$395K

Top Sells

1
+$5.09M
2
+$842K
3
+$573K
4
DE icon
Deere & Co
DE
+$360K
5
MS icon
Morgan Stanley
MS
+$302K

Sector Composition

1 Consumer Discretionary 11.25%
2 Financials 10.41%
3 Communication Services 4.91%
4 Healthcare 4.51%
5 Technology 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
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