OAP
One Advisory Partners Portfolio holdings
AUM
$299M
1-Year Est. Return
12.43%
1 Year Est. Return
+12.43%
AUM
$234M
AUM Growth
+$8.84M
(+3.9%)
Holding
51
Top Buys
| 1 | +$6.73M | |
| 2 | +$6.18M | |
| 3 | +$4.23M | |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$4.03M |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$3.3M |
Top Sells
| 1 | +$5.46M | |
| 2 | +$4.92M | |
| 3 | +$3.48M | |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$3.08M |
| 5 |
iShares US Infrastructure ETF
IFRA
|
+$1.64M |
Sector Composition
| 1 | Technology | 3.23% |
| 2 | Financials | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares 20+ Year Treasury Bond ETF
TLT
$49.5B
| – | – |
-56,316
|
|