FOA
Five Oceans Advisors Portfolio holdings
AUM
$276M
1-Year Est. Return
20.92%
This Fund
S&P 500
1 Year Est. Return
+20.92%
AUM
$276M
AUM Growth
-$6.57M
(-2.3%)
Holding
204
Top Buys
| 1 | +$1.23M | |
| 2 | +$605K | |
| 3 | +$304K | |
| 4 |
Kinross Gold
KGC
|
+$292K |
| 5 |
TechnipFMC
FTI
|
+$270K |
Top Sells
| 1 | +$1.42M | |
| 2 | +$1.01M | |
| 3 | +$647K | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$528K |
| 5 |
Robinhood
HOOD
|
+$309K |
Sector Composition
| 1 | Technology | 11.7% |
| 2 | Financials | 6.72% |
| 3 | Communication Services | 4.15% |
| 4 | Healthcare | 3.35% |
| 5 | Consumer Discretionary | 3.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Intuitive Surgical
ISRG
$142B
| – | – |
-433
|
|
||
|
MRSH
202
Marsh
MRSH
$77.8B
| – | – |
-1,092
|
|
||
203
Shopify
SHOP
$150B
| – | – |
-1,519
|
|
||
204
United Airlines
UAL
$35.4B
| – | – |
-1,804
|
|