BOC

Barbara Oil Co Portfolio holdings

AUM $269M
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$604K
3 +$348K
4
PCOR icon
Procore
PCOR
+$341K
5
AMT icon
American Tower
AMT
+$315K

Top Sells

1 +$1.75M
2 +$1.26M
3 +$839K

Sector Composition

1 Healthcare 22.1%
2 Industrials 21.86%
3 Financials 18.43%
4 Technology 14.02%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-15,400