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
$136M
AUM Growth
+$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

1 +$910K
2 +$606K
3 +$389K
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$363K
5
VPU icon
Vanguard Utilities ETF
VPU
+$342K

Sector Composition

1 Technology 9.37%
2 Financials 6.2%
3 Healthcare 4.61%
4 Consumer Discretionary 3.26%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,892