FOA
Five Oceans Advisors Portfolio holdings
AUM
$234M
This Quarter Return
+8.44%
1 Year Return
+16.64%
3 Year Return
+62.1%
5 Year Return
–
10 Year Return
–
AUM
$195M
AUM Growth
+$195M
(+8.8%)
Cap. Flow
+$4.45M
Cap. Flow
% of AUM
2.29%
Top 10 Holdings %
Top 10 Hldgs %
43.63%
Holding
198
New
25
Increased
58
Reduced
58
Closed
1
Top Buys
Top Sells
| 1 |
Snap
SNAP
|
$1.36M |
| 2 |
Vanguard Value ETF
VTV
|
$653K |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$612K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$541K |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$521K |
Sector Composition
| 1 | Technology | 11.9% |
| 2 | Healthcare | 6.4% |
| 3 | Financials | 6.14% |
| 4 | Communication Services | 4.88% |
| 5 | Consumer Discretionary | 4.26% |
