PO
Private Ocean Portfolio holdings
AUM
$1.13B
1-Year Return
11.01%
This Quarter Return
+1.3%
1 Year Return
+11.01%
3 Year Return
+2.79%
5 Year Return
+20.69%
10 Year Return
+31.32%
AUM
$563M
AUM Growth
+$67.3M
(+14%)
Cap. Flow
+$62.8M
Cap. Flow
% of AUM
11.15%
Top 10 Holdings %
Top 10 Hldgs %
70.14%
Holding
638
New
109
Increased
88
Reduced
126
Closed
33
Top Buys
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$348K |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$295K |
| 3 |
Shopify
SHOP
|
$273K |
| 4 |
Walt Disney
DIS
|
$247K |
| 5 |
Amazon
AMZN
|
$244K |
Sector Composition
| 1 | Technology | 5.49% |
| 2 | Consumer Discretionary | 1.43% |
| 3 | Healthcare | 0.97% |
| 4 | Communication Services | 0.92% |
| 5 | Financials | 0.88% |
