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
$174M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$11.9M
3
+$6.12M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$4.06M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.69M

Top Sells

1
+$4.77M
2
+$4.36M
3
+$467K
4
INTU icon
Intuit
INTU
+$83.2K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$10.3K

Sector Composition

1 Technology 1.17%
2 Utilities 0.24%
3 Consumer Discretionary 0.16%
4 Communication Services 0.12%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15K ﹤0.01%
+24
77
$943 ﹤0.01%
+5
78
$255 ﹤0.01%
+1
79
$94 ﹤0.01%
+1
1 2 3
4