OCM
One Capital Management Portfolio holdings
AUM
$2.88B
This Quarter Return
+9.77%
1 Year Return
+11.58%
3 Year Return
+46.98%
5 Year Return
+71.25%
10 Year Return
+135.77%
AUM
$2.52B
AUM Growth
+$2.52B
(+12%)
Cap. Flow
+$53M
Cap. Flow
% of AUM
2.1%
Top 10 Holdings %
Top 10 Hldgs %
29.36%
Holding
298
New
23
Increased
78
Reduced
156
Closed
13
Top Buys
| 1 |
FundX Flexible ETF
XFLX
|
$46.1M |
| 2 |
FundX Conservative ETF
XRLX
|
$21.1M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$21M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$19.6M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$15.9M |
Top Sells
Sector Composition
| 1 | Technology | 3.8% |
| 2 | Healthcare | 2.16% |
| 3 | Financials | 1.89% |
| 4 | Communication Services | 1.7% |
| 5 | Consumer Staples | 1.6% |
