BOC

Bull Oak Capital Portfolio holdings

AUM $219M
1-Year Est. Return 14.03%
This Quarter Est. Return
1 Year Est. Return
+14.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$4.16M
3
+$4.14M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$3.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.22M

Top Sells

1
+$3.68M
2
+$3.43M
3
+$3.34M
4
VTV icon
Vanguard Value ETF
VTV
+$2.91M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.36M

Sector Composition

1 Communication Services 0.49%
2 Consumer Discretionary 0.23%
3 Technology 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-41,337
27
– –
-88,676
28
– –
-19,121
29
– –
-38,209
1
2