GOCM

Green Owl Capital Management Portfolio holdings

AUM $9.03M
1-Year Est. Return 29.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-29.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$5.63M
3
+$4.13M
4
BKD icon
Brookdale Senior Living
BKD
+$3.66M
5
EXPE icon
Expedia Group
EXPE
+$2.84M

Top Sells

1
+$4.28M
2
+$3.96M
3
+$3.52M
4
AAPL icon
Apple
AAPL
+$3.02M
5
BHC icon
Bausch Health
BHC
+$2.13M

Sector Composition

1 Energy 33.76%
2 Healthcare 18.04%
3 Consumer Discretionary 12.13%
4 Technology 7.93%
5 Consumer Staples 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
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