PO
Private Ocean Portfolio holdings
AUM
$1.13B
1-Year Return
11.01%
This Quarter Return
+3.08%
1 Year Return
+11.01%
3 Year Return
+2.79%
5 Year Return
+20.69%
10 Year Return
+31.32%
AUM
$412M
AUM Growth
+$9.36M
(+2.3%)
Cap. Flow
-$4.67M
Cap. Flow
% of AUM
-1.13%
Top 10 Holdings %
Top 10 Hldgs %
71.99%
Holding
661
New
54
Increased
101
Reduced
123
Closed
172
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$13.3M |
| 2 |
VanEck High Yield Muni ETF
HYD
|
$2.71M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$427K |
| 4 |
ProShares Ultra Financials
UYG
|
$378K |
| 5 |
Starbucks
SBUX
|
$321K |
Sector Composition
| 1 | Technology | 1.98% |
| 2 | Consumer Discretionary | 1.35% |
| 3 | Financials | 1.34% |
| 4 | Healthcare | 0.97% |
| 5 | Industrials | 0.81% |
