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
$183M
AUM Growth
+$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$2.19M
3
+$2.02M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.88M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.83M

Top Sells

1
+$3.28M
2
+$1.2M
3
+$647K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$643K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$555K

Sector Composition

1 Technology 1.17%
2 Financials 0.12%
3 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-411
27
– –
-2,323
28
– –
-8,102
29
– –
-707
1
2