BAM

BOS Asset Management Portfolio holdings

AUM $313M
1-Year Est. Return 10.65%
This Quarter Est. Return
1 Year Est. Return
+10.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$8.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$10M
2 +$1.32M
3 +$414K
4
TSLA icon
Tesla
TSLA
+$240K
5
INTC icon
Intel
INTC
+$217K

Sector Composition

1 Technology 9.53%
2 Financials 6.61%
3 Healthcare 4.39%
4 Consumer Discretionary 3.54%
5 Consumer Staples 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,741
127
-21,046
128
-397
129
-24,800