BOIA

Bush ODonnell Investment Advisors Portfolio holdings

AUM $65.2M
1-Year Est. Return 13.39%
This Quarter Est. Return
1 Year Est. Return
+13.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$6.55M
2 +$54.5K
3 +$30.3K

Sector Composition

1 Financials 24.51%
2 Healthcare 23.94%
3 Industrials 18.95%
4 Consumer Staples 16.2%
5 Energy 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-88,427