OA
Oceanside Advisors Portfolio holdings
AUM
$165M
1-Year Est. Return
16.49%
This Fund
S&P 500
1 Year Est. Return
+16.49%
AUM
$165M
AUM Growth
+$4.95M
(+3.1%)
Holding
51
Top Buys
| 1 | +$433K | |
| 2 | +$299K | |
| 3 | +$264K | |
| 4 |
Ciena
CIEN
|
+$234K |
| 5 |
Dimensional US Real Estate ETF
DFAR
|
+$233K |
Top Sells
| 1 | +$367K | |
| 2 | +$302K | |
| 3 | +$248K | |
| 4 |
Avantis US Large Cap Value ETF
AVLV
|
+$153K |
| 5 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$150K |
Sector Composition
| 1 | Financials | 1.29% |
| 2 | Technology | 1.1% |
| 3 | Consumer Staples | 0.42% |
| 4 | Communication Services | 0.24% |
| 5 | Consumer Discretionary | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
374Water
SCWO
$54.7M
| – | – |
-5,000
|
|