OH

Oikos Holdings Portfolio holdings

AUM $422M
1-Year Est. Return 13.79%
This Quarter Est. Return
1 Year Est. Return
+13.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$18.3M
2 +$12.6M
3 +$9.96M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$56.8M 42.22%
255,650
+82,300
2
$52.7M 39.2%
133,667
3
$15M 11.17%
237,400
+199,800
4
$9.96M 7.41%
+120,900