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
$11.1M
AUM Growth
-$236K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.46M
3
+$861K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$657K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$419K

Top Sells

1
+$1.95M
2
+$1.29M
3
+$370K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$365K
5
LOW icon
Lowe's Companies
LOW
+$362K

Sector Composition

1 Consumer Discretionary 4.59%
2 Healthcare 1.9%
3 Energy 1.86%
4 Industrials 0%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
0
77
– –
0
78
– –
0
79
– –
0
80
– –
0
81
– –
0
82
– –
0
83
– –
0
84
– –
0
85
– –
0
86
– –
0
87
– –
0
88
– –
0
89
– –
0
90
– –
0
91
– –
0
92
– –
-7,510
93
– –
0
94
– –
0
95
– –
0
96
– –
-2,027
97
– –
0
98
– –
0
1 2 3
4