OFG

Orcam Financial Group Portfolio holdings

AUM $115M
1-Year Est. Return 9.56%
This Quarter Est. Return
1 Year Est. Return
+9.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.37M
2 +$305K
3 +$220K
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$215K
5
MSFT icon
Microsoft
MSFT
+$214K

Top Sells

1 +$232K
2 +$228K
3 +$208K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$162K
5
CAOS icon
Alpha Architect Tail Risk ETF
CAOS
+$44.4K

Sector Composition

1 Technology 0.48%
2 Financials 0.22%
3 Industrials 0.18%
4 Healthcare 0.18%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VCLT icon
51
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.48B
$203K 0.18%
2,678
+16
DE icon
52
Deere & Co
DE
$124B
-443
XOM icon
53
Exxon Mobil
XOM
$479B
-1,953