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
$103M
AUM Growth
-$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$5.12M
3 +$4.16M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.45M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.07M

Top Sells

1 +$8.7M
2 +$6.59M
3 +$4.23M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.85M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$2.56M

Sector Composition

1 Communication Services 0.37%
2 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-151,660
27
-18,694