COCM

Charter Oak Capital Management Portfolio holdings

AUM $1.27B
1-Year Est. Return 11.21%
This Quarter Est. Return
1 Year Est. Return
+11.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Sells

1 +$5.69M
2 +$1.97M
3 +$1.53M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$897K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$777K

Sector Composition

1 Technology 2.36%
2 Healthcare 1.85%
3 Industrials 0.75%
4 Consumer Discretionary 0.71%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$6K ﹤0.01%
500
602
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621
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+260
622
$6K ﹤0.01%
166
623
$5K ﹤0.01%
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624
$5K ﹤0.01%
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625
$5K ﹤0.01%
751