OCM
Objective Capital Management Portfolio holdings
AUM
$89M
This Quarter Return
+10.33%
1 Year Return
+18.57%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$89M
AUM Growth
+$89M
(+14%)
Cap. Flow
+$4.22M
Cap. Flow
% of AUM
4.74%
Top 10 Holdings %
Top 10 Hldgs %
46.78%
Holding
90
New
13
Increased
39
Reduced
27
Closed
6
Top Buys
| 1 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
$2.2M |
| 2 |
Global X US Preferred ETF
PFFD
|
$614K |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$593K |
| 4 |
iShares Bitcoin Trust
IBIT
|
$530K |
| 5 |
Invesco QQQ Trust
QQQ
|
$503K |
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$627K |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$469K |
| 3 |
Apple
AAPL
|
$282K |
| 4 |
PGIM AAA CLO ETF
PAAA
|
$264K |
| 5 |
BlackRock Flexible Income ETF
BINC
|
$248K |
Sector Composition
| 1 | Technology | 6% |
| 2 | Financials | 4.13% |
| 3 | Consumer Discretionary | 2.06% |
| 4 | Communication Services | 1.48% |
| 5 | Healthcare | 1.16% |
