OCM
Osbon Capital Management Portfolio holdings
AUM
$94M
This Quarter Return
+2.37%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$94M
AUM Growth
–
Cap. Flow
+$94M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.57%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$11.6M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$10.9M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$7.58M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$5.15M |
| 5 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$5.13M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.65% |
| 2 | Financials | 1.04% |
| 3 | Healthcare | 0.99% |
| 4 | Consumer Discretionary | 0.75% |
| 5 | Industrials | 0.32% |
