BO
Bach Option Portfolio holdings
AUM
$11.6M
This Quarter Return
+0.77%
1 Year Return
+1.97%
3 Year Return
+1.85%
5 Year Return
–
10 Year Return
–
AUM
$19.2M
AUM Growth
–
Cap. Flow
+$19.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
95.62%
Holding
42
New
14
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$11.8M |
| 2 |
Invesco QQQ Trust
QQQ
|
$3.97M |
| 3 |
Chipotle Mexican Grill
CMG
|
$442K |
| 4 |
VMW
VMware, Inc
VMW
|
$383K |
| 5 |
Apple
AAPL
|
$372K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.43% |
| 2 | Consumer Discretionary | 3.77% |
| 3 | Industrials | 2.36% |
| 4 | Energy | 1.47% |
| 5 | Financials | 1.09% |
