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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 $136,254,880
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ab Active Etfs Inc
 316,468 $15,886,694 11.65%
2.
Ishares Trust
 IEF 17,725 $7,611,647 5.58%
3.
Apple Inc.
 AAPL 33,934 $5,809,840 4.26%
4.
Ishares Tr
 160,409 $4,836,330 3.54%
5.
Eli Lilly & Co
 LLY 7,001 $3,760,697 2.76%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)