GOCP
Great Oak Capital Partners Portfolio holdings
AUM $349M
1-Year Return
9.33%
This Quarter Return
-0.64%
1 Year Return
+9.33%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$299M
AUM Growth
+$0
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
89.77%
Holding
32
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.51% |
| 2 | Technology | 0.71% |
| 3 | Utilities | 0.32% |
| 4 | Consumer Discretionary | 0.32% |
| 5 | Communication Services | 0.32% |
