GOCP
Great Oak Capital Partners Portfolio holdings
AUM
$349M
This Quarter Return
+10.41%
1 Year Return
+9.33%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$187M
AUM Growth
–
Cap. Flow
+$187M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
85.06%
Holding
32
New
32
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 2.86% |
| 2 | Technology | 0.96% |
| 3 | Utilities | 0.56% |
| 4 | Consumer Discretionary | 0.42% |
| 5 | Communication Services | 0.38% |
