OHIS

Oak Harvest Investment Services Portfolio holdings

AUM $857M
1-Year Est. Return 27.62%
This Quarter Est. Return
1 Year Est. Return
+27.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$3.08M
2 +$2.55M
3 +$2.3M
4
AMZN icon
Amazon
AMZN
+$2.07M
5
XYZ
Block Inc
XYZ
+$1.9M

Top Sells

1 +$2.7M
2 +$2.58M
3 +$2.57M
4
AVGO icon
Broadcom
AVGO
+$2.14M
5
VZ icon
Verizon
VZ
+$1.76M

Sector Composition

1 Technology 17.05%
2 Consumer Discretionary 12.48%
3 Communication Services 9.46%
4 Healthcare 8.83%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$244K 0.08%
+2,472
77
$241K 0.08%
+680
78
$223K 0.07%
773
+3
79
-26,520