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
$279M
AUM Growth
+$7.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$5.08M
2 +$5M
3 +$1.78M
4
FWD icon
AB Disruptors ETF
FWD
+$1.55M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$1.48M

Top Sells

1 +$5.23M
2 +$582K
3 +$560K
4
AAPL icon
Apple
AAPL
+$469K
5
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$373K

Sector Composition

1 Technology 8.6%
2 Financials 4.41%
3 Healthcare 2.55%
4 Consumer Discretionary 2.25%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-3,254