OFG
Orcam Financial Group Portfolio holdings
AUM
$115M
This Quarter Return
+0.36%
1 Year Return
+9.56%
3 Year Return
+24.66%
5 Year Return
–
10 Year Return
–
AUM
$93.2M
AUM Growth
+$93.2M
(+2.1%)
Cap. Flow
+$1.65M
Cap. Flow
% of AUM
1.77%
Top 10 Holdings %
Top 10 Hldgs %
74.52%
Holding
43
New
1
Increased
14
Reduced
11
Closed
1
Top Buys
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$214K |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$168K |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$148K |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$102K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$91.2K |
Sector Composition
| 1 | Technology | 0.49% |
| 2 | Energy | 0.24% |
| 3 | Financials | 0.23% |
| 4 | Communication Services | 0.18% |
| 5 | Industrials | 0.07% |
