OCM
Objective Capital Management Portfolio holdings
AUM
$89M
This Quarter Return
+8.22%
1 Year Return
+18.57%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$141M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.82%
Holding
121
New
121
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$12.1M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$10.6M |
| 3 |
Apple
AAPL
|
$6.64M |
| 4 |
iShares S&P 100 ETF
OEF
|
$6.45M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.48M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.62% |
| 2 | Financials | 2.96% |
| 3 | Consumer Discretionary | 2.92% |
| 4 | Healthcare | 2.61% |
| 5 | Communication Services | 2.47% |
