OA
Oakhurst Advisors Portfolio holdings
AUM
$8.4M
1-Year Est. Return
3.71%
1 Year Est. Return
-3.71%
AUM
$8.4M
AUM Growth
+$145K
(+1.8%)
Holding
3
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BSCO
1
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
| $8.32M | 39.06% |
406,209
+1,380
|
|
||
2
SPDR S&P 500 ETF Trust
SPY
$678B
| $76.5K | 0.36% |
+200
|
|
||
3
NextEra Energy
NEE
$170B
| – | – |
0
|
|