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
$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 Short 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
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