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
$91.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$18.3M
3
+$16.8M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$12.5M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$7.01M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.18%
2 Consumer Discretionary 0.31%
3 Communication Services 0.12%
4 Materials 0.03%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.81K 0.01%
+40
52
$4.63K 0.01%
+45
53
$4.59K 0.01%
+370
54
$3.94K ﹤0.01%
+123
55
$3.2K ﹤0.01%
+200
56
$3.05K ﹤0.01%
+311
57
$2.12K ﹤0.01%
+404
58
$1.83K ﹤0.01%
+500
59
$1.81K ﹤0.01%
+31
60
$950 ﹤0.01%
+500
61
$836 ﹤0.01%
+82
62
$704 ﹤0.01%
+1,500
63
$222 ﹤0.01%
+10
64
$207 ﹤0.01%
+2
65
$162 ﹤0.01%
+39
66
$66 ﹤0.01%
+21
67
– –
0
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3