BOSS Retirement Advisors LLC Fund Performance

FundPortfolio ManagerPerformance 25Q1AUM# of HoldingsPerformance Rank Allocation
BOSS Retirement Advisors LLCBOSS Retirement Advisors LLC-3.86%$344838000 170 N/A

Top Holdings Performance History

BOSS Retirement Advisors LLC Holdings Map

Top 50 BOSS Retirement Advisors LLC Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

BOSS Retirement Advisors LLC Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds