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
$221M
AUM Growth
-$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$1.49M
2 +$614K
3 +$361K
4
PHYS icon
Sprott Physical Gold
PHYS
+$354K
5
BUG icon
Global X Cybersecurity ETF
BUG
+$266K

Top Sells

1 +$2.8M
2 +$494K
3 +$265K
4
T icon
AT&T
T
+$262K
5
MCK icon
McKesson
MCK
+$216K

Sector Composition

1 Technology 23.8%
2 Healthcare 16.66%
3 Financials 11.8%
4 Communication Services 8.3%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,132
127
-3,387