$496Million– No. of Holdings #206
B.O.S.S. Retirement Advisors, LLC has about 21% of it's holdings in Technology sector.
Sector | % |
---|---|
Technology | 21 |
Others | 20.8 |
Financial Services | 12.4 |
Consumer Cyclical | 11.6 |
Healthcare | 8.4 |
Communication Services | 6.8 |
Utilities | 6.5 |
Industrials | 4.4 |
Consumer Defensive | 4.4 |
Energy | 2.8 |
B.O.S.S. Retirement Advisors, LLC has about 76.5% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
MEGA-CAP | 42.7 |
LARGE-CAP | 33.8 |
UNALLOCATED | 20.8 |
MID-CAP | 2.7 |
About 76.7% of the stocks held by B.O.S.S. Retirement Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
S&P 500 | 76.7 |
Others | 23.2 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
B.O.S.S. Retirement Advisors, LLC has 206 stocks in it's portfolio. About 28.7% of the portfolio is in top 10 stocks. GOOG proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for B.O.S.S. Retirement Advisors, LLC last quarter.
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
A | agilent technologies inc | 0.37 | 12,238 | 1,817,250 | reduced | -58.05 | ||
AAPL | apple inc | 5.53 | 117,896 | 27,469,600 | added | 8.75 | ||
AAXJ | ishares tr | 0.10 | 8,343 | 479,972 | added | 90.26 | ||
AAXJ | ishares tr | 0.10 | 4,377 | 471,184 | added | 54.99 | ||
AAXJ | ishares tr | 0.05 | 4,392 | 230,933 | new | |||
AAXJ | ishares tr | 0.04 | 2,019 | 219,328 | new | |||
ABBV | abbvie inc | 0.96 | 24,005 | 4,740,620 | added | 9.61 | ||
ADBE | adobe inc | 0.05 | 513 | 265,744 | reduced | -38.19 | ||
AEMB | american centy etf tr | 0.07 | 7,842 | 333,376 | new | |||
AEP | american elec pwr co inc | 0.33 | 15,981 | 1,639,650 | added | 3.04 | ||
AFL | aflac inc | 1.08 | 47,801 | 5,344,240 | added | 12.89 | ||
AFLG | first tr exchng traded fd vi | 0.18 | 24,732 | 876,007 | added | 42.11 | ||
AGGH | simplify exchange traded fun | 0.10 | 22,585 | 519,240 | added | 102 | ||
AMAT | applied matls inc | 0.08 | 1,981 | 400,259 | new | |||
AMD | advanced micro devices inc | 0.63 | 19,158 | 3,143,510 | added | 12.19 | ||
AMGN | amgen inc | 0.07 | 1,093 | 352,217 | new | |||
AMPS | ishares tr | 0.05 | 10,826 | 253,867 | added | 9.41 | ||
AMZN | amazon com inc | 2.67 | 71,170 | 13,261,000 | added | 11.3 | ||
AOA | ishares tr | 0.22 | 4,963 | 1,092,200 | added | 123 | ||
AOA | ishares tr | 0.13 | 7,764 | 630,989 | added | 98.87 | ||