OA

Oceanside Advisors Portfolio holdings

AUM $150M
1-Year Est. Return 10.29%
This Quarter Est. Return
1 Year Est. Return
+10.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$47.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$443K
2 +$403K
3 +$329K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$307K
5
WMT icon
Walmart
WMT
+$218K

Top Sells

1 +$204K
2 +$53.6K
3 +$3.79K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$291

Sector Composition

1 Financials 1.47%
2 Technology 1.04%
3 Consumer Staples 0.45%
4 Consumer Discretionary 0.19%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,169