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
$13.2M
AUM Growth
-$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$3.41M
2 +$492K
3 +$485K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$463K
5
AAPL icon
Apple
AAPL
+$380K

Sector Composition

1 Communication Services 5.76%
2 Financials 5.36%
3 Consumer Staples 3.83%
4 Consumer Discretionary 3.34%
5 Healthcare 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
0
102
0