OPF
Old Peak Finance Portfolio holdings
AUM
$162M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$162M
AUM Growth
–
Holding
87
Top Buys
| 1 | +$38M | |
| 2 | +$30.4M | |
| 3 | +$22.2M | |
| 4 |
NVIDIA
NVDA
|
+$8.9M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$3.99M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.68% |
| 2 | Financials | 3.1% |
| 3 | Consumer Staples | 1.52% |
| 4 | Communication Services | 1.06% |
| 5 | Consumer Discretionary | 1.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares MSCI EAFE ETF
EFA
$78B
| $242K | 0.15% |
+2,516
|
|
||
77
CrowdStrike
CRWD
$91.6B
| $239K | 0.15% |
+510
|
|
||
78
Union Pacific
UNP
$157B
| $238K | 0.15% |
+1,030
|
|
||
79
iShares MSCI Denmark ETF
EDEN
$195M
| $236K | 0.15% |
+2,059
|
|
||
80
iShares Core S&P Small-Cap ETF
IJR
$96.4B
| $235K | 0.14% |
+1,954
|
|
||
81
Vanguard Value ETF
VTV
$171B
| $232K | 0.14% |
+1,214
|
|
||
82
McDonald's
MCD
$237B
| $226K | 0.14% |
+738
|
|
||
83
iShares ESG Aware MSCI EM ETF
ESGE
$6.67B
| $224K | 0.14% |
+5,076
|
|
||
84
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
| $219K | 0.13% |
+2,299
|
|
||
85
PepsiCo
PEP
$231B
| $214K | 0.13% |
+1,492
|
|
||
86
Carnival Corp
CCL
$43.8B
| $209K | 0.13% |
+6,855
|
|
||
87
Idexx Laboratories
IDXX
$52.5B
| $204K | 0.13% |
+302
|
|