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BOC

Barbara Oil Co Portfolio holdings

AUM $259M
1-Year Est. Return 18.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.18M
3
+$784K

Top Sells

1
+$1.97M
2
+$1.21M
3
+$718K
4
ACN icon
Accenture
ACN
+$538K

Sector Composition

1 Financials 22.05%
2 Industrials 21.16%
3 Healthcare 18.17%
4 Technology 15.98%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.05M 1.14%
10,000
27
$2.92M 1.09%
12,000
28
$2.92M 1.09%
15,640
+4,500
29
$2.86M 1.07%
11,600
30
$2.85M 1.06%
85,000
31
$2.7M 1.01%
32,000
32
$2.59M 0.96%
7,500
-4,000
33
$2.51M 0.94%
15,500
34
$2.46M 0.92%
54,800
35
$2.41M 0.9%
10,500
36
$2.37M 0.88%
6,950
37
$2.25M 0.84%
18,200
38
$2.15M 0.8%
11,675
39
$2.13M 0.79%
13,010
40
$2.09M 0.78%
8,500
41
$2.06M 0.77%
40,000
42
$2.02M 0.75%
5,000
43
$2.01M 0.75%
15,000
44
$1.93M 0.72%
8,800
45
$1.93M 0.72%
6,475
46
$1.89M 0.71%
42,000
47
$1.84M 0.68%
10,000
48
$1.76M 0.66%
18,000
49
$1.72M 0.64%
4,875
50
$1.62M 0.6%
15,000
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