OQS

Occudo Quantitative Strategies Portfolio holdings

AUM $891M
1-Year Est. Return 19.89%
This Quarter Est. Return
1 Year Est. Return
+19.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1 +$2.03M
2 +$2.03M
3 +$2.01M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$2.01M
5
AKAM icon
Akamai
AKAM
+$1.99M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.45%
2 Technology 17.75%
3 Consumer Discretionary 14.34%
4 Industrials 13.38%
5 Financials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$285K 0.09%
+11,597
427
$284K 0.09%
+9,103
428
$284K 0.09%
+8,049
429
$284K 0.09%
+3,987
430
$283K 0.09%
+9,405
431
$283K 0.09%
+8,592
432
$283K 0.09%
+3,047
433
$282K 0.09%
+4,088
434
$282K 0.09%
+4,691
435
$281K 0.09%
+629
436
$280K 0.09%
+2,874
437
$279K 0.09%
+6,050
438
$278K 0.09%
+9,697
439
$278K 0.09%
+4,877
440
$277K 0.09%
+1,700
441
$276K 0.09%
+1,030
442
$276K 0.09%
+267
443
$276K 0.09%
+2,795
444
$275K 0.09%
+10,774
445
$274K 0.09%
+4,823
446
$272K 0.09%
+5,469
447
$272K 0.09%
+368
448
$272K 0.09%
+2,279
449
$272K 0.09%
+14,439
450
$272K 0.09%
+2,094