FOA
Five Oceans Advisors Portfolio holdings
AUM
$234M
This Quarter Return
-0.25%
1 Year Return
+16.64%
3 Year Return
+62.1%
5 Year Return
–
10 Year Return
–
AUM
$86.7M
AUM Growth
–
Cap. Flow
+$86.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.87%
Holding
98
New
98
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$9.91M |
| 2 |
Schwab International Equity ETF
SCHF
|
$6.26M |
| 3 |
Apple
AAPL
|
$3.83M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$3.67M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.39M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.06% |
| 2 | Healthcare | 6.43% |
| 3 | Consumer Discretionary | 5.97% |
| 4 | Communication Services | 5.79% |
| 5 | Financials | 4.87% |
