KOC

Koss-Olinger Consulting Portfolio holdings

AUM $1.21B
1-Year Est. Return 12.57%
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$898M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$206M
2
+$55.9M
3
+$52.2M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$46.4M
5
TSLA icon
Tesla
TSLA
+$46.1M

Top Sells

1
+$9.12M
2
+$8.83M
3
+$8.58M
4
MA icon
Mastercard
MA
+$7.36M
5
FI icon
Fiserv
FI
+$7.35M

Sector Composition

1 Consumer Discretionary 6.68%
2 Financials 2.36%
3 Communication Services 2.31%
4 Technology 2.2%
5 Healthcare 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
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