BO
Bach Option Portfolio holdings
AUM
$11.6M
This Quarter Return
+0.56%
1 Year Return
+1.97%
3 Year Return
+1.85%
5 Year Return
–
10 Year Return
–
AUM
$11.1M
AUM Growth
+$11.1M
(-2.1%)
Cap. Flow
-$804K
Cap. Flow
% of AUM
-7.22%
Top 10 Holdings %
Top 10 Hldgs %
98.14%
Holding
98
New
3
Increased
3
Reduced
5
Closed
9
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$1.99M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.46M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$861K |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$657K |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$419K |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$1.95M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.29M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$370K |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$365K |
| 5 |
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% |
