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Sarah Moore

@Bos Asset Management, Llc

Latest period2024 - Q3ReportedManaged Assets$271.61MTotal holdings165
Assets growth rate25.2%Assets growth rate (2-Q avg)19.57%Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Bos Asset Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 165 positions.

Assets under management

The assets under management (AUM) of Bos Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 271.61M in assets, with a quarterly growth rate of 25.2% and a 2-quarter average growth rate of 19.57%. The portfolio is managed by Sarah Moore, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HYGHIshares U S Etf Tr
Recent Activity
Exited
0%
$314,330
3,698 shares@ $85.0 avg price
MUMicron Technology Inc
Recent Activity
Exited
0%
$226,398
1,721 shares@ $131.56 avg price
TFLOIshares Tr
Recent Activity
Exited
0%
$224,120
4,424 shares@ $50.67 avg price
CYHCommunity Health Sys Inc New
Recent Activity
Exited
0%
$77,280
23,000 shares@ $3.36 avg price
CYBNCybin Inc
Recent Activity
Exited
0%
$4,215
15,555 shares@ $0.28 avg price