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Home > Institutional Investor > Bos Asset Management, Llc > Profile

Instuitional Investor - Bos Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Bos Asset Management, Llc
Portfolio Value $313,392,580
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ab Active Etfs Inc - ULTRA SHORT INCM
 828,866 $41,990,359 13.4%
2.
Ishares Trust
 IEF 208,661 $18,414,333 5.88%
3.
Spdr S & P 500 Etf Trust
 SPY 26,311 $16,256,251 5.19%
4.
Ishares Trust
 IEF 72,768 $10,944,342 3.49%
5.
Dimensional Etf Trust
 351,753 $10,911,366 3.48%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)