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Objectivity Squared Portfolio holdings

AUM $159M
1-Year Est. Return 22.15%
This Fund
S&P 500
This Quarter Est. Return
+9.72%
1 Year Est. Return
+22.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
Cap. Flow
+$94.9M
Cap. Flow %
94.41%
Top 10 Hldgs %
73.35%
Holding
44
New
44
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Energy 9.94%
2 Technology 5.24%
3 Consumer Discretionary 3.24%
4 Industrials 2.61%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XOCT icon
1
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
$71.5M
$15M 14.93%
+469,469
New +$14.7M
AVUV icon
2
Avantis US Small Cap Value ETF
AVUV
$29.7B
$13.1M 13%
+145,528
New +$11.6M
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$226B
$8.46M 8.42%
+176,640
New +$7.91M
DGRO icon
4
iShares Core Dividend Growth ETF
DGRO
$42.5B
$8.01M 7.97%
+148,852
New +$7.55M
IWD icon
5
iShares Russell 1000 Value ETF
IWD
$82B
$7.39M 7.35%
+44,713
New +$6.91M
MOAT icon
6
VanEck Morningstar Wide Moat ETF
MOAT
$11.5B
$5.87M 5.84%
+69,141
New +$5.37M
IWF icon
7
iShares Russell 1000 Growth ETF
IWF
$121B
$5.13M 5.1%
+67,628
New +$4.78M
USAC icon
8
USA Compression Partners
USAC
$3.84B
$4.43M 4.41%
+193,997
New +$4.81M
IAU icon
9
iShares Gold Trust
IAU
$63B
$3.36M 3.34%
+86,031
New +$3.22M
AAPL icon
10
Apple
AAPL
$4.89T
$3.02M 3.01%
+15,704
New +$2.9M
MPLX icon
11
MPLX
MPLX
$59.4B
$3M 2.98%
+81,609
New +$2.93M
AVEM icon
12
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$2.99M 2.98%
+53,102
New +$2.86M
BA icon
13
Boeing
BA
$166B
$2.35M 2.34%
+9,027
New +$1.93M
IWM icon
14
iShares Russell 2000 ETF
IWM
$81B
$1.98M 1.97%
+9,876
New +$1.77M
AMZN icon
15
Amazon
AMZN
$2.5T
$1.59M 1.58%
+10,464
New +$1.47M
XOM icon
16
ExxonMobil
XOM
$650B
$1.51M 1.5%
+15,060
New +$1.58M
ABNB icon
17
Airbnb
ABNB
$84.1B
$1.45M 1.44%
+10,624
New +$1.37M
GOOG icon
18
Alphabet (Google) Class C
GOOG
$3.9T
$1.29M 1.28%
+9,121
New +$1.24M
IVV icon
19
iShares Core S&P 500 ETF
IVV
$875B
$1.13M 1.12%
+2,361
New +$1.06M
EPD icon
20
Enterprise Products Partners
EPD
$83.9B
$1.06M 1.06%
+40,312
New +$1.07M
UBER icon
21
Uber
UBER
$135B
$964K 0.96%
+15,656
New +$819K
MSFT icon
22
Microsoft
MSFT
$2.85T
$939K 0.93%
+2,498
New +$889K
TPYP icon
23
Tortoise North American Pipeline ETF
TPYP
$899M
$596K 0.59%
+22,967
New +$581K
ROBO icon
24
ROBO Global Robotics & Automation Index ETF
ROBO
$1.91B
$551K 0.55%
+9,621
New +$491K
ESPO icon
25
VanEck Video Gaming and eSports ETF
ESPO
$235M
$478K 0.48%
+8,434
New +$453K

Similar funds

Objectivity Squared's Q4 2023 Portfolio in Review

Q4 2023 is the first quarter with a 13F filing on record for Objectivity Squared, which disclosed 44 positions worth $101M. Its ten largest holdings account for 73% of the portfolio.

Its largest position is FT Vest US Equity Enhance & Moderate Buffer ETF October: 469,469 shares worth $15M.

By sector, the portfolio is most concentrated in Energy at 9.9% of assets, followed by Technology and Consumer Discretionary.

  • Objectivity Squared's largest Q4 2023 buy was FT Vest US Equity Enhance & Moderate Buffer ETF October: 469,469 shares worth $15M.
  • Objectivity Squared's ten largest holdings make up 73% of its $101M portfolio in Q4 2023.
  • Objectivity Squared disclosed 44 positions in Q4 2023, its first 13F filing on record.

Based on Objectivity Squared's 13F filing for Q4 2023, filed 9 Feb 2024.