OCM

Objective Capital Management Portfolio holdings

AUM $96.6M
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$619K
2
+$405K
3
+$377K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$252K
5
IYW icon
iShares US Technology ETF
IYW
+$244K

Top Sells

1
+$3.08M
2
+$2.32M
3
+$1.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.69M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.18M

Sector Composition

1 Technology 11.57%
2 Financials 4.2%
3 Communication Services 3.37%
4 Consumer Discretionary 2.96%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$399K 0.27%
4,420
-1,042
77
$398K 0.27%
1,851
+147
78
$392K 0.26%
14,718
-765
79
$389K 0.26%
3,516
-572
80
$388K 0.26%
4,799
+1,424
81
$382K 0.26%
8,676
-346
82
$377K 0.25%
723
-228
83
$377K 0.25%
+368
84
$376K 0.25%
2,256
-351
85
$365K 0.24%
8,564
-820
86
$363K 0.24%
1,759
-215
87
$357K 0.24%
3,897
+72
88
$357K 0.24%
3,350
89
$356K 0.24%
2,832
-237
90
$355K 0.24%
674
-263
91
$348K 0.23%
2,353
-45
92
$344K 0.23%
9,540
+3
93
$343K 0.23%
1,991
-79
94
$341K 0.23%
3,834
+12
95
$338K 0.23%
2,337
-59
96
$338K 0.23%
868
-377
97
$337K 0.23%
2,871
98
$334K 0.22%
659
-148
99
$327K 0.22%
5,685
-496
100
$325K 0.22%
2,460
-600
2 3
4
5 6