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
151
– –
-7,387
152
– –
-336
153
– –
-1,244
154
– –
-8,016
155
– –
-412
156
– –
-546
157
– –
-120,380
158
– –
-1,185
3 4 5 6
7