OS

Objectivity Squared Portfolio holdings

AUM $168M
1-Year Est. Return 14.16%
This Quarter Est. Return
1 Year Est. Return
+14.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$5.6M
3 +$5.36M
4
MPLX icon
MPLX
MPLX
+$4.92M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.58M

Top Sells

1 +$10M
2 +$8.14M
3 +$3.6M
4
UBER icon
Uber
UBER
+$1.29M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.29M

Sector Composition

1 Energy 9.13%
2 Technology 7.06%
3 Communication Services 3.77%
4 Consumer Discretionary 2.37%
5 Industrials 1.88%