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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
51
$1.57M 0.58%
32,000
52
$1.55M 0.58%
10,000
53
$1.55M 0.58%
12,000
54
$1.51M 0.56%
18,000
55
$1.47M 0.55%
5,000
56
$1.43M 0.53%
7,420
57
$1.41M 0.52%
9,610
58
$1.38M 0.51%
+1,880
59
$1.34M 0.5%
8,000
60
$1.3M 0.49%
72,370
61
$1.3M 0.48%
1,900
62
$1.26M 0.47%
7,500
63
$1.26M 0.47%
2,400
64
$1.21M 0.45%
13,000
65
$1.16M 0.43%
+6,325
66
$1.1M 0.41%
5,000
67
$1.1M 0.41%
15,025
68
$1.09M 0.41%
4,000
69
$989K 0.37%
22,500
70
$971K 0.36%
3,700
71
$936K 0.35%
5,000
72
$911K 0.34%
40,000
73
$749K 0.28%
13,285
74
$424K 0.16%
15,000
75
– –
-1,800
1 2
3