OAS
Optivise Advisory Services Portfolio holdings
AUM
$173M
1-Year Est. Return
18.12%
This Fund
S&P 500
1 Year Est. Return
+18.12%
AUM
$185M
AUM Growth
–
Holding
179
Top Buys
| 1 | +$22M | |
| 2 | +$6.54M | |
| 3 | +$6.27M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$5.42M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$5.32M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.91% |
| 2 | Healthcare | 2.75% |
| 3 | Consumer Staples | 2.18% |
| 4 | Consumer Discretionary | 1.29% |
| 5 | Communication Services | 1.18% |