OCM
Objective Capital Management Portfolio holdings
AUM
$89M
This Quarter Return
+5.77%
1 Year Return
+18.57%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
–
Cap. Flow
+$170M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.6%
Holding
148
New
148
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$15.4M |
| 2 |
Apple
AAPL
|
$9.58M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$8.51M |
| 4 |
iShares S&P 100 ETF
OEF
|
$5.21M |
| 5 |
Invesco QQQ Trust
QQQ
|
$5.02M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.79% |
| 2 | Financials | 3.51% |
| 3 | Communication Services | 2.97% |
| 4 | Consumer Discretionary | 2.51% |
| 5 | Healthcare | 2.28% |
