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COCM
Charter Oak Capital Management Portfolio holdings
AUM
$1.29B
1-Year Est. Return
13.93%
This Fund
S&P 500
1 Year Est. Return
+13.93%
AUM
$798M
AUM Growth
+$19.4M
(+2.5%)
Holding
918
Top Buys
| 1 | +$3.86M | |
| 2 | +$3.86M | |
| 3 | +$3.46M | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$2.48M |
| 5 |
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
|
+$1.52M |
Top Sells
| 1 | +$604K | |
| 2 | +$220K | |
| 3 | +$198K | |
| 4 |
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
|
+$194K |
| 5 |
RESP
WisdomTree U.S. ESG Fund
RESP
|
+$153K |
Sector Composition
| 1 | Technology | 2.33% |
| 2 | Healthcare | 1.89% |
| 3 | Industrials | 0.73% |
| 4 | Financials | 0.68% |
| 5 | Consumer Discretionary | 0.67% |