BAM
BOS Asset Management Portfolio holdings
AUM
$313M
This Quarter Return
+8.67%
1 Year Return
+10.65%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.86%
Holding
125
New
125
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Utilities ETF
VPU
|
$6.44M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$4.69M |
| 3 |
Apple
AAPL
|
$4.46M |
| 4 |
US Bancorp
USB
|
$3.94M |
| 5 |
abrdn Physical Gold Shares ETF
SGOL
|
$3.64M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.92% |
| 2 | Financials | 7.66% |
| 3 | Healthcare | 5.2% |
| 4 | Consumer Staples | 3.7% |
| 5 | Energy | 3.55% |
