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
$60.9M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.54M
3
+$2.66M
4
VXX
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
+$2.51M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.42M

Top Sells

1
+$2.53M
2
+$1.66M
3
+$402K
4
SLV icon
iShares Silver Trust
SLV
+$326K
5
BLK icon
Blackrock
BLK
+$320K

Sector Composition

1 Financials 8.43%
2 Consumer Discretionary 7.74%
3 Communication Services 5.58%
4 Technology 5.5%
5 Industrials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
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