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OHIS
Oak Harvest Investment Services Portfolio holdings
AUM
$958M
1-Year Est. Return
34.66%
This Fund
S&P 500
1 Year Est. Return
+34.66%
AUM
$958M
AUM Growth
+$41M
(+4.5%)
Holding
194
Top Buys
| 1 | +$16.1M | |
| 2 | +$14M | |
| 3 | +$9.71M | |
| 4 |
SCHW
Charles Schwab
SCHW
|
+$7.12M |
| 5 |
CSPF
Cohen & Steers Preferred and Income Opportunities Active ETF
CSPF
|
+$6.6M |
Top Sells
| 1 | +$1.67B | |
| 2 | +$12.6M | |
| 3 | +$12.3M | |
| 4 |
Medtronic
MDT
|
+$9.28M |
| 5 |
Amazon
AMZN
|
+$7.28M |
Sector Composition
| 1 | Technology | 20.76% |
| 2 | Financials | 9.29% |
| 3 | Industrials | 8.57% |
| 4 | Energy | 7.07% |
| 5 | Healthcare | 6.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares Core US Aggregate Bond ETF
AGG
$137B
| – | – |
-2,381
|
|
||
177
Ambarella
AMBA
$2.89B
| – | – |
-31,959
|
|
||
178
Walt Disney
DIS
$174B
| – | – |
-34,841
|
|
||
179
Digital Realty Trust
DLR
$63.5B
| – | – |
-2,271
|
|
||
180
Robinhood
HOOD
$83.1B
| – | – |
-43,939
|
|
||
181
Microchip Technology
MCHP
$50.4B
| – | – |
-3,146
|
|
||
182
Main BuyWrite ETF
BUYW
$1.22B
| – | – |
-13,383
|
|
||
183
Salesforce
CRM
$136B
| – | – |
-20,586
|
|
||
184
CrowdStrike
CRWD
$176B
| – | – |
-521
|
|
||
185
Datadog
DDOG
$83.4B
| – | – |
-7,117
|
|
||
186
Qualcomm
QCOM
$214B
| – | – |
-38,594
|
|
||
187
Snowflake
SNOW
$83.3B
| – | – |
-19,579
|
|
||
188
Spotify
SPOT
$99.9B
| – | – |
-566
|
|
||
189
Urban Outfitters
URBN
$6.22B
| – | – |
-33,439
|
|