FOA

Five Oceans Advisors Portfolio holdings

AUM $234M
1-Year Est. Return 16.64%
This Quarter Est. Return
1 Year Est. Return
+16.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
-$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$846K
2 +$465K
3 +$331K
4
ASML icon
ASML
ASML
+$289K
5
BMO icon
Bank of Montreal
BMO
+$282K

Top Sells

1 +$335K
2 +$268K
3 +$231K
4
CHTR icon
Charter Communications
CHTR
+$219K
5
ZTS icon
Zoetis
ZTS
+$218K

Sector Composition

1 Technology 12.47%
2 Healthcare 6.71%
3 Consumer Discretionary 5.56%
4 Financials 5.5%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,402
127
-894