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
151
$2.46M 0.08%
9,400
+500
152
$2.41M 0.08%
290,200
+16,400
153
$2.33M 0.07%
25,800
-1,400
154
$2.32M 0.07%
11,100
+1,100
155
$2.3M 0.07%
51,400
+4,600
156
$2.3M 0.07%
3,700
-300
157
$2.28M 0.07%
5,868
+600
158
$2.27M 0.07%
5,600
+200
159
$2.26M 0.07%
3,400
+300
160
$2.26M 0.07%
+37,400
161
$2.24M 0.07%
6,700
+100
162
$2.2M 0.07%
3,612
+300
163
$2.17M 0.07%
13,800
-700
164
$2.17M 0.07%
35,146
+2,900
165
$2.16M 0.07%
8,400
+400
166
$2.16M 0.07%
11,900
167
$2.14M 0.07%
62,142
+5,608
168
$2.14M 0.07%
10,100
-600
169
$2.12M 0.07%
+81,700
170
$2.1M 0.07%
4,700
+300
171
$2.1M 0.07%
8,389
172
$2.04M 0.06%
8,501
+700
173
$2.02M 0.06%
6,800
174
$2M 0.06%
10,173
-100
175
$1.98M 0.06%
6,999
+800
5 6
7
8 9