OFA
Oak Family Advisors Portfolio holdings
AUM
$326M
1-Year Est. Return
23.92%
This Fund
S&P 500
1 Year Est. Return
+23.92%
AUM
$308M
AUM Growth
+$32.1M
(+12%)
Holding
105
Top Buys
| 1 | +$6.31M | |
| 2 | +$5.3M | |
| 3 | +$4.64M | |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$4.27M |
| 5 |
Eaton Vance Total Return Bond ETF
EVTR
|
+$3.3M |
Top Sells
| 1 | +$3.8M | |
| 2 | +$3.6M | |
| 3 | +$2.85M | |
| 4 |
TSMC
TSM
|
+$2.29M |
| 5 |
Newmont
NEM
|
+$2.19M |
Sector Composition
| 1 | Technology | 21.96% |
| 2 | Industrials | 11.64% |
| 3 | Healthcare | 10.85% |
| 4 | Financials | 6.25% |
| 5 | Communication Services | 6.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Tesla
TSLA
$1.36T
| $50.3K | 0.02% |
113
-5
|
|
||
102
iShares Expanded Tech-Software Sector ETF
IGV
$10B
| – | – |
-1,580
|
|
||
103
iShares MSCI India ETF
INDA
$7.22B
| – | – |
-31,714
|
|
||
104
Vanguard Growth ETF
VUG
$180B
| – | – |
-480
|
|
||
105
Franklin FTSE India ETF
FLIN
$2.55B
| – | – |
-24,035
|
|