OCM
Objective Capital Management Portfolio holdings
AUM
$89M
1-Year Est. Return
18.57%
1 Year Est. Return
+18.57%
AUM
$78.4M
AUM Growth
-$71.2M
(-48%)
Holding
142
Top Buys
| 1 | +$316K | |
| 2 | +$269K | |
| 3 | +$264K | |
| 4 |
BlackRock Short Maturity Municipal Bond ETF
MEAR
|
+$243K |
| 5 |
Alibaba
BABA
|
+$212K |
Top Sells
| 1 | +$5.42M | |
| 2 | +$4.65M | |
| 3 | +$3.91M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.21M |
| 5 |
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 in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Reddit
RDDT
$36.5B
| – | – |
-5,924
|
|
||
127
Strategy Inc
MSTR
$83.2B
| – | – |
-767
|
|
||
128
NextEra Energy
NEE
$174B
| – | – |
-3,707
|
|
||
129
Oracle
ORCL
$830B
| – | – |
-2,256
|
|
||
130
Palo Alto Networks
PANW
$141B
| – | – |
-1,428
|
|
||
131
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.28B
| – | – |
-12,199
|
|
||
132
First Trust Rising Dividend Achievers ETF
RDVY
$16.8B
| – | – |
-21,903
|
|
||
133
Invesco S&P 500 Equal Weight ETF
RSP
$74B
| – | – |
-1,249
|
|
||
134
Schwab US Dividend Equity ETF
SCHD
$70B
| – | – |
-10,302
|
|
||
135
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
| – | – |
-14,718
|
|
||
136
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
| – | – |
-7,422
|
|
||
137
Tesla
TSLA
$1.46T
| – | – |
-2,635
|
|
||
138
UnitedHealth
UNH
$323B
| – | – |
-659
|
|
||
139
Vanguard Small-Cap Value ETF
VBR
$31B
| – | – |
-3,302
|
|
||
140
Vanguard Real Estate ETF
VNQ
$34.1B
| – | – |
-3,834
|
|
||
141
Vanguard Total World Stock ETF
VT
$54.2B
| – | – |
-2,871
|
|
||
142
Vanguard FTSE Emerging Markets ETF
VWO
$102B
| – | – |
-8,676
|
|