Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34T
AUM Growth
+$94.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,648
New
Increased
Reduced
Closed

Top Buys

1 +$3.29B
2 +$1.39B
3 +$1.15B
4
VTV icon
Vanguard Value ETF
VTV
+$1.03B
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$932M

Top Sells

1 +$2.78B
2 +$2.25B
3 +$2.13B
4
NVDA icon
NVIDIA
NVDA
+$1.95B
5
AVGO icon
Broadcom
AVGO
+$1.57B

Sector Composition

1 Technology 16.98%
2 Financials 8.71%
3 Industrials 5.86%
4 Consumer Discretionary 5.82%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ELFY
7126
ALPS Electrification Infrastructure ETF
ELFY
$143M
-135
APPX
7127
Tradr 2X Long APP Daily ETF
APPX
$142M
0
BOEU
7128
Direxion Daily BA Bull 2X Shares
BOEU
$23.8M
-25,000
QBTX
7129
Tradr 2X Long QBTS Daily ETF
QBTX
$67.7M
0
SSII
7130
SS Innovations International
SSII
$968M
-1,659
FLYY
7131
DELISTED
Spirit Aviation Holdings, Inc.
FLYY
-23,501
HOOY
7132
YieldMax HOOD Option Income Strategy ETF
HOOY
$84M
-2,000
AVGG
7133
Leverage Shares 2X Long AVGO Daily ETF
AVGG
$36.5M
-100
MAYM
7134
FT Vest U.S. Equity Max Buffer ETF - May
MAYM
$16.2M
-26
IDEF
7135
iShares Defense Industrials Active ETF
IDEF
$91.3M
-115
SVA
7136
DELISTED
Sinovac Biotech, Ltd
SVA
$0 ﹤0.01%
5,886
TGE.WS
7137
The Generation Essentials Group Warrants
TGE.WS
$0 ﹤0.01%
2
RSF.RT
7138
DELISTED
RiverNorth Capital and Income Fund, Inc. Rights (expiring July 07, 2025)
RSF.RT
-790
SCD.RT
7139
DELISTED
LMP Capital and Income Fund Inc. Rights (expiring July 11, 2025)
SCD.RT
-28,632
RGTU
7140
Tradr 2X Long RGTI Daily ETF
RGTU
$10.1M
0
FBDC
7141
FT Confluence BDC & Specialty Finance Income ETF
FBDC
$34.9M
-119
HUBCZ icon
7142
Hub Cyber Security Warrant
HUBCZ
-935
HYUP icon
7143
Xtrackers High Beta High Yield Bond ETF
HYUP
$31.8M
-2,223
HYZD icon
7144
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$218M
-435
IBUY icon
7145
Amplify Online Retail ETF
IBUY
$125M
-11,268
ICAD
7146
DELISTED
iCAD Inc
ICAD
-275
IDMO icon
7147
Invesco S&P International Developed Momentum ETF
IDMO
$3.22B
-62,797
IGLD icon
7148
FT Vest Gold Strategy Target Income ETF
IGLD
$626M
-100
IGMS
7149
DELISTED
IGM Biosciences
IGMS
-8,910
IINNW icon
7150
Inspira Technologies Oxy BHN Ltd Warrant
IINNW
$4.43M
-100