COCM

Charter Oak Capital Management Portfolio holdings

AUM $1.18B
1-Year Est. Return 11.09%
This Quarter Est. Return
1 Year Est. Return
+11.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1 +$4.66M
2 +$2.51M
3 +$2.39M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$1.05M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.03M

Sector Composition

1 Technology 2.76%
2 Healthcare 1.37%
3 Consumer Staples 0.53%
4 Consumer Discretionary 0.5%
5 Industrials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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