GOCP
Great Oak Capital Partners Portfolio holdings
AUM
$349M
This Quarter Return
-2.87%
1 Year Return
+9.33%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$299M
AUM Growth
+$299M
(+3.4%)
Cap. Flow
+$19.7M
Cap. Flow
% of AUM
6.59%
Top 10 Holdings %
Top 10 Hldgs %
89.77%
Holding
34
New
–
Increased
19
Reduced
11
Closed
2
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 1.51% |
| 2 | Technology | 0.71% |
| 3 | Utilities | 0.32% |
| 4 | Consumer Discretionary | 0.32% |
| 5 | Communication Services | 0.32% |
