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
$144M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$7.83M
2 +$813K
3 +$775K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$379K
5
CAT icon
Caterpillar
CAT
+$263K

Top Sells

1 +$1.58M
2 +$576K
3 +$353K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$242K
5
MSFT icon
Microsoft
MSFT
+$238K

Sector Composition

1 Healthcare 8.31%
2 Technology 7.56%
3 Financials 5.59%
4 Consumer Staples 2.87%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,187