OCM
Objective Capital Management Portfolio holdings
AUM
$89M
This Quarter Return
+7.92%
1 Year Return
+18.57%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
+$101M
(+7.3%)
Cap. Flow
+$384K
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
41.71%
Holding
96
New
8
Increased
43
Reduced
32
Closed
5
Top Buys
| 1 |
Caterpillar
CAT
|
$288K |
| 2 |
iShares Russell 2000 ETF
IWM
|
$259K |
| 3 |
Cisco
CSCO
|
$229K |
| 4 |
McDonald's
MCD
|
$217K |
| 5 |
Texas Instruments
TXN
|
$213K |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$357K |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$296K |
| 3 |
Tesla
TSLA
|
$276K |
| 4 |
Blackstone
BX
|
$200K |
| 5 |
Vanguard Large-Cap ETF
VV
|
$186K |
Sector Composition
| 1 | Technology | 7.37% |
| 2 | Financials | 3.52% |
| 3 | Healthcare | 3.04% |
| 4 | Consumer Discretionary | 1.95% |
| 5 | Communication Services | 1.46% |
