OFG
Orcam Financial Group Portfolio holdings
AUM
$115M
This Quarter Return
+2.48%
1 Year Return
+9.56%
3 Year Return
+24.66%
5 Year Return
–
10 Year Return
–
AUM
$73M
AUM Growth
–
Cap. Flow
+$73M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
81.27%
Holding
36
New
36
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Discipline Fund ETF
DSCF
|
$19.2M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$7.85M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$7.47M |
| 4 |
Schwab International Equity ETF
SCHF
|
$5.28M |
| 5 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
$4.31M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 1.1% |
| 2 | Communication Services | 0.62% |
