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
$11.4M
AUM Growth
-$1.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$2.04M
3
+$577K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$526K
5
GILD icon
Gilead Sciences
GILD
+$494K

Top Sells

1
+$5.12M
2
+$1.83M
3
+$442K
4
DIS icon
Walt Disney
DIS
+$436K
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$326K

Sector Composition

1 Consumer Discretionary 11.42%
2 Healthcare 4.34%
3 Consumer Staples 2.75%
4 Materials 2.56%
5 Real Estate 1.99%
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