OC
Oakworth Capital Portfolio holdings
AUM
$1.83B
1-Year Est. Return
17.82%
This Fund
S&P 500
1 Year Est. Return
+17.82%
AUM
$1.44B
AUM Growth
+$74.3M
(+5.4%)
Holding
782
Top Buys
| 1 | +$35M | |
| 2 | +$31.9M | |
| 3 | +$7.1M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$4.11M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.25M |
Top Sells
| 1 | +$27.5M | |
| 2 | +$15.2M | |
| 3 | +$10.7M | |
| 4 |
iShares S&P 100 ETF
OEF
|
+$10.3M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$6.71M |
Sector Composition
| 1 | Technology | 6.73% |
| 2 | Financials | 5.91% |
| 3 | Industrials | 5.3% |
| 4 | Consumer Staples | 3.45% |
| 5 | Communication Services | 2.49% |