PO
Private Ocean Portfolio holdings
AUM
$1.13B
1-Year Return
11.01%
This Quarter Return
+1.91%
1 Year Return
+11.01%
3 Year Return
+2.79%
5 Year Return
+20.69%
10 Year Return
+31.32%
AUM
$374M
AUM Growth
+$6.69M
(+1.8%)
Cap. Flow
+$427K
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
73.79%
Holding
555
New
156
Increased
101
Reduced
95
Closed
45
Top Buys
Top Sells
| 1 |
VanEck High Yield Muni ETF
HYD
|
$1.75M |
| 2 |
IQ ARB Merger Arbitrage ETF
MNA
|
$1.43M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$1.4M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.24M |
| 5 |
McDonald's
MCD
|
$891K |
Sector Composition
| 1 | Technology | 1.72% |
| 2 | Consumer Discretionary | 1.25% |
| 3 | Financials | 0.94% |
| 4 | Healthcare | 0.94% |
| 5 | Real Estate | 0.8% |
