OFG
Orcam Financial Group Portfolio holdings
AUM
$115M
1-Year Est. Return
9.56%
1 Year Est. Return
+9.56%
AUM
$115M
AUM Growth
+$8.33M
(+7.8%)
Holding
53
Top Buys
| 1 | +$1.37M | |
| 2 | +$305K | |
| 3 | +$220K | |
| 4 |
Capital Group Dividend Value ETF
CGDV
|
+$215K |
| 5 |
Microsoft
MSFT
|
+$214K |
Top Sells
| 1 | +$232K | |
| 2 | +$228K | |
| 3 | +$208K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$162K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.48B
| $203K | 0.18% |
2,678
+16
|
|
||
52
Deere & Co
DE
$124B
| – | – |
-443
|
|
||
53
Exxon Mobil
XOM
$479B
| – | – |
-1,953
|
|