OCM
Objective Capital Management Portfolio holdings
AUM
$89M
This Quarter Return
+9.71%
1 Year Return
+18.57%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$148M
(+13%)
Cap. Flow
+$8.76M
Cap. Flow
% of AUM
5.92%
Top 10 Holdings %
Top 10 Hldgs %
36.95%
Holding
141
New
21
Increased
64
Reduced
43
Closed
4
Top Buys
| 1 |
Harbor Long-Term Growers ETF
WINN
|
$2.67M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.47M |
| 3 |
iShares Bitcoin Trust
IBIT
|
$507K |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$413K |
| 5 |
Netflix
NFLX
|
$363K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$641K |
| 2 |
iShares S&P 100 ETF
OEF
|
$499K |
| 3 |
NVIDIA
NVDA
|
$270K |
| 4 |
iShares Russell 2000 ETF
IWM
|
$264K |
| 5 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
$258K |
Sector Composition
| 1 | Technology | 10.11% |
| 2 | Financials | 4.01% |
| 3 | Consumer Discretionary | 2.61% |
| 4 | Communication Services | 2.56% |
| 5 | Healthcare | 2.42% |
