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OPF
Old Peak Finance Portfolio holdings
AUM
$171M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$171M
AUM Growth
+$9.22M
(+5.7%)
Holding
90
Top Buys
| 1 | +$8.58M | |
| 2 | +$1.88M | |
| 3 | +$987K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$696K |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$615K |
Top Sells
| 1 | +$311K | |
| 2 | +$277K | |
| 3 | +$272K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$269K |
| 5 |
CrowdStrike
CRWD
|
+$239K |
Sector Composition
| 1 | Technology | 12.85% |
| 2 | Financials | 2.5% |
| 3 | Consumer Staples | 1.69% |
| 4 | Materials | 1.01% |
| 5 | Communication Services | 0.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
McDonald's
MCD
$195B
| $234K | 0.14% |
753
+15
|
|
||
77
Cencora
COR
$59B
| $232K | 0.14% |
737
|
|
||
78
iShares ESG Aware MSCI EM ETF
ESGE
$6.8B
| $231K | 0.13% |
5,076
|
|
||
79
Procter & Gamble
PG
$342B
| $223K | 0.13% |
+1,545
|
|
||
|
BCPC
80
Balchem Corp
BCPC
$5.21B
| $220K | 0.13% |
+1,300
|
|
||
81
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.8B
| $220K | 0.13% |
2,299
|
|
||
82
iShares MSCI Denmark ETF
EDEN
$194M
| $208K | 0.12% |
1,992
-67
|
|
||
83
Thermo Fisher Scientific
TMO
$196B
| $208K | 0.12% |
424
-3
|
|
||
84
Newmont
NEM
$102B
| $208K | 0.12% |
+1,921
|
|
||
85
Carnival Corporation Ltd
CCL
$36.7B
| – | – |
-6,855
|
|
||
86
Salesforce
CRM
$134B
| – | – |
-1,028
|
|
||
|
87
CrowdStrike
CRWD
$191B
| – | – |
-2,040
|
|
||
88
Idexx Laboratories
IDXX
$44.5B
| – | – |
-302
|
|
||
89
Raymond James Financial
RJF
$32.8B
| – | – |
-1,938
|
|
||
|
90
Vanguard Growth ETF
VUG
$226B
| – | – |
-3,306
|
|