OCM

Objective Capital Management Portfolio holdings

AUM $98.2M
1-Year Est. Return 17.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.4M
AUM Growth
-$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$314K
2
+$269K
3
+$264K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$243K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$204K

Top Sells

1
+$5.42M
2
+$4.85M
3
+$4.11M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.37M
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$2.79M

Sector Composition

1 Technology 5.58%
2 Financials 3.93%
3 Consumer Discretionary 2.01%
4 Communication Services 1.46%
5 Healthcare 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
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