OFC
Oakland Financial Corp Portfolio holdings
AUM
$5.87M
1-Year Est. Return
2.44%
1 Year Est. Return
-2.44%
AUM
$5.87M
AUM Growth
+$551K
(+10%)
Holding
10
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 33.06% |
| 2 | Technology | 32.56% |
| 3 | Industrials | 30.64% |
| 4 | Consumer Discretionary | 3.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.06T
| $1.91M | 32.56% |
7,500
|
|
||
2
Knight Transportation
KNX
$8.68B
| $889K | 15.16% |
22,500
|
|
||
3
Oneok
OKE
$44.8B
| $657K | 11.2% |
9,001
+2,000
|
|
||
4
Phillips 66
PSX
$53.1B
| $544K | 9.28% |
4,000
|
|
||
5
Chevron
CVX
$293B
| $512K | 8.74% |
3,300
|
|
||
6
United Parcel Service
UPS
$84.9B
| $355K | 6.05% |
4,250
+2,000
|
|
||
7
Canadian Pacific Kansas City
CP
$66.1B
| $344K | 5.86% |
4,614
|
|
||
8
Exxon Mobil
XOM
$484B
| $226K | 3.84% |
2,000
|
|
||
9
Amazon
AMZN
$2.38T
| $220K | 3.74% |
1,000
|
|
||
10
ArcBest
ARCB
$1.78B
| $210K | 3.57% |
3,000
|
|