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
$375M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$3.23M
2 +$2.58M
3 +$2.32M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.91M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.65M

Top Sells

1 +$2.09M
2 +$1.82M
3 +$1.17M
4
MCD icon
McDonald's
MCD
+$1.01M
5
AAPL icon
Apple
AAPL
+$946K

Sector Composition

1 Technology 13.53%
2 Consumer Discretionary 11.78%
3 Consumer Staples 10.98%
4 Financials 7.5%
5 Healthcare 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,250
102
-1,887