OAP

One Advisory Partners Portfolio holdings

AUM $299M
1-Year Est. Return 12.43%
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$4.64M
2 +$4.25M
3 +$3.61M
4
IYW icon
iShares US Technology ETF
IYW
+$3.35M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.73M

Top Sells

1 +$8.68M
2 +$2.41M
3 +$2.37M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$1.79M
5
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.69M

Sector Composition

1 Financials 0.3%
2 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,720
52
-2,141
53
-93,110