OFP

OLIO Financial Planning Portfolio holdings

AUM $341M
1-Year Est. Return 10.4%
This Quarter Est. Return
1 Year Est. Return
+10.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$200K
2 +$189K
3 +$163K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$156K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$94.4K

Sector Composition

1 Technology 1.45%
2 Industrials 1.04%
3 Financials 0.67%
4 Consumer Discretionary 0.4%
5 Real Estate 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$203K 0.09%
1,628
52
$101K 0.04%
31,086