BO

Bank OZK Portfolio holdings

AUM $283M
1-Year Est. Return 20.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$1.41M
2 +$902K
3 +$621K
4
DVY icon
iShares Select Dividend ETF
DVY
+$210K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$205K

Top Sells

1 +$1.49M
2 +$1.08M
3 +$790K
4
AAPL icon
Apple
AAPL
+$740K
5
LH icon
Labcorp
LH
+$487K

Sector Composition

1 Technology 23.16%
2 Healthcare 16.99%
3 Financials 11.98%
4 Communication Services 8.37%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,847