OA
Oceanside Advisors Portfolio holdings
AUM
$150M
This Quarter Return
+5.43%
1 Year Return
+10.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(+6.6%)
Cap. Flow
+$1.93M
Cap. Flow
% of AUM
1.59%
Top 10 Holdings %
Top 10 Hldgs %
72.87%
Holding
49
New
3
Increased
26
Reduced
13
Closed
3
Top Buys
| 1 |
Avantis US Large Cap Value ETF
AVLV
|
$389K |
| 2 |
Dimensional US Small Cap Value ETF
DFSV
|
$295K |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$294K |
| 4 |
JPMorgan Chase
JPM
|
$292K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$229K |
Top Sells
Sector Composition
| 1 | Financials | 1.16% |
| 2 | Technology | 0.9% |
| 3 | Consumer Staples | 0.51% |
| 4 | Industrials | 0.21% |
| 5 | Communication Services | 0.19% |
