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
451
$212K 0.01%
5,700
452
$209K 0.01%
1,000
-1,200
453
$202K 0.01%
1,200
-500
454
$201K 0.01%
7,900
455
$191K 0.01%
+4,500
456
$187K 0.01%
4,000
457
$176K 0.01%
8,500
458
$101K ﹤0.01%
+3,888
459
$82.3K ﹤0.01%
1,600
460
$60 ﹤0.01%
+1
461
– –
-766,300
462
– –
-12,700
463
– –
-5,500
464
– –
-3,100
465
– –
-11,800
466
– –
-3,900
467
– –
-5,500
468
– –
-47,687
469
– –
-14,100
470
– –
-20,600
471
– –
-2,100
472
– –
-1,700
473
– –
-33,700
474
– –
-7,000
475
– –
-5,700
16 17 18
19
20