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
$1.02B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$172M
2
+$36.8M
3
+$25.8M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$25.7M
5
TSLA icon
Tesla
TSLA
+$20.2M

Top Sells

1
+$25.5M
2
+$11.5M
3
+$3.67M
4
VTV icon
Vanguard Value ETF
VTV
+$2.9M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.7M

Sector Composition

1 Consumer Discretionary 8.3%
2 Financials 2.41%
3 Healthcare 2.4%
4 Communication Services 2.28%
5 Technology 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
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