BAM

BOS Asset Management Portfolio holdings

AUM $392M
1-Year Est. Return 19.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.59%
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 +$5.18M
2 +$5.07M
3 +$1.79M
4
FWD icon
AB Disruptors ETF
FWD
+$1.6M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.5M

Top Sells

1 +$5.52M
2 +$582K
3 +$554K
4
AAPL icon
Apple
AAPL
+$441K
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