EOJOAM

E. Ohman J:or Asset Management Portfolio holdings

AUM $4.25B
1-Year Est. Return 25.75%
This Quarter Est. Return
1 Year Est. Return
+25.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.18B
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$16.8M
3
+$11.2M
4
UPST icon
Upstart Holdings
UPST
+$10.3M
5
FRPT icon
Freshpet
FRPT
+$9.15M

Top Sells

1
+$26M
2
+$25.7M
3
+$21M
4
FTDR icon
Frontdoor
FTDR
+$16.5M
5
ONEM
1Life Healthcare
ONEM
+$9.33M

Sector Composition

1 Technology 29.64%
2 Financials 14.62%
3 Healthcare 14.38%
4 Communication Services 12.9%
5 Consumer Discretionary 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$577K 0.02%
10,400
377
$569K 0.02%
11,500
378
$564K 0.02%
7,829
379
$564K 0.02%
4,100
+900
380
$563K 0.02%
9,700
381
$563K 0.02%
4,700
382
$558K 0.02%
10,000
383
$550K 0.02%
8,000
-1,500
384
$545K 0.02%
5,431
385
$544K 0.02%
14,314
386
$543K 0.02%
6,091
387
$539K 0.02%
9,700
388
$528K 0.02%
11,500
389
$525K 0.02%
9,800
390
$522K 0.02%
8,500
+2,800
391
$517K 0.02%
17,700
392
$514K 0.02%
31,500
393
$513K 0.02%
6,000
+2,000
394
$512K 0.02%
9,500
395
$510K 0.02%
6,669
396
$506K 0.02%
11,653
397
$490K 0.02%
1,200
+200
398
$477K 0.02%
2,399
-700
399
$477K 0.02%
7,078
400
$476K 0.02%
5,400
14 15
16
17 18