ORL
Oak Root LLC Portfolio holdings
AUM
$807M
This Quarter Return
+5.91%
1 Year Return
+13.76%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$792M
AUM Growth
+$792M
(+5.6%)
Cap. Flow
-$2.27M
Cap. Flow
% of AUM
-0.29%
Top 10 Holdings %
Top 10 Hldgs %
97.52%
Holding
15
New
–
Increased
4
Reduced
10
Closed
–
Top Buys
Top Sells
| 1 |
Avantis International Equity ETF
AVDE
|
$1.26M |
| 2 |
Avantis Emerging Markets Equity ETF
AVEM
|
$1.22M |
| 3 |
Avantis US Equity ETF
AVUS
|
$657K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$162K |
| 5 |
Vanguard Value ETF
VTV
|
$100K |
