KOC

Koss-Olinger Consulting Portfolio holdings

AUM $1.29B
1-Year Est. Return 13.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.62%
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
347
New
Increased
Reduced
Closed

Top Buys

1
+$161M
2
+$35.4M
3
+$24.7M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$24.6M
5
TSLA icon
Tesla
TSLA
+$19.3M

Top Sells

1
+$25.5M
2
+$11M
3
+$3.35M
4
VTV icon
Vanguard Value ETF
VTV
+$2.73M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.47M

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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