BOC

Bull Oak Capital Portfolio holdings

AUM $235M
1-Year Est. Return 14.93%
This Quarter Est. Return
1 Year Est. Return
+14.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$389M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$225M
2
+$33.6M
3
+$26.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$16.7M
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$9.94M

Top Sells

1
+$18.7M
2
+$8.16M
3
+$5.8M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.72M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.19M

Sector Composition

1 Technology 15.83%
2 Consumer Discretionary 0.06%
3 Communication Services 0.03%
4 Consumer Staples 0.01%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.9K 0.01%
1,234
27
$22.4K 0.01%
401
-334,724
28
$22.4K 0.01%
460
29
$20.5K 0.01%
+327
30
$19.9K 0.01%
605
-176,150
31
$14.1K ﹤0.01%
100
32
$12.8K ﹤0.01%
33
33
$12.8K ﹤0.01%
123
-51
34
$12.6K ﹤0.01%
1,000
35
$8.67K ﹤0.01%
165
36
– –
-29,163
37
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40
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