ORL
Oak Root LLC Portfolio holdings
AUM
$807M
This Quarter Return
+8.53%
1 Year Return
+13.76%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$746M
AUM Growth
+$746M
(+13%)
Cap. Flow
+$28.9M
Cap. Flow
% of AUM
3.87%
Top 10 Holdings %
Top 10 Hldgs %
97.17%
Holding
16
New
1
Increased
12
Reduced
1
Closed
1
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$6.57M |
| 2 |
Avantis US Equity ETF
AVUS
|
$5.52M |
| 3 |
iShares US Medical Devices ETF
IHI
|
$4.98M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$3.55M |
| 5 |
Vanguard Value ETF
VTV
|
$2.33M |
Top Sells
| 1 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
$1.48M |
| 2 |
Avantis International Equity ETF
AVDE
|
$86.4K |
