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
401
$474K 0.01%
30,059
402
$469K 0.01%
2,300
403
$468K 0.01%
6,800
404
$465K 0.01%
11,600
-3,500
405
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6,100
406
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3,100
-800
407
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1,900
-600
408
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409
$446K 0.01%
7,300
410
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10,200
411
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1,100
-300
412
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13,275
413
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414
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415
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416
$418K 0.01%
4,800
-1,600
417
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10,000
418
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419
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420
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4,500
421
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3,400
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422
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9,100
423
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14,000
424
$382K 0.01%
1,300
425
$382K 0.01%
10,811