OFG
Orcam Financial Group Portfolio holdings
AUM
$124M
1-Year Est. Return
9.3%
1 Year Est. Return
+9.3%
AUM
$124M
AUM Growth
+$8.73M
(+7.6%)
Holding
55
Top Buys
| 1 | +$725K | |
| 2 | +$502K | |
| 3 | +$351K | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$337K |
| 5 |
Amazon
AMZN
|
+$290K |
Top Sells
| 1 | +$169K | |
| 2 | +$41.9K | |
| 3 | +$32.3K | |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$13.6K |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
+$8.76K |
Sector Composition
| 1 | Technology | 0.73% |
| 2 | Energy | 0.41% |
| 3 | Industrials | 0.36% |
| 4 | Healthcare | 0.25% |
| 5 | Consumer Discretionary | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Capital Group Dividend Value ETF
CGDV
$25.6B
| $229K | 0.19% |
5,452
+18
|
|
||
52
Avantis Emerging Markets Value ETF
AVES
$855M
| $227K | 0.18% |
3,961
|
|
||
53
Walmart
WMT
$900B
| $216K | 0.17% |
2,100
|
|
||
54
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.01B
| $209K | 0.17% |
2,695
+17
|
|
||
55
Vista Gold
VGZ
$232M
| $157K | 0.13% |
+73,929
|
|