PO
Private Ocean Portfolio holdings
AUM
$1.13B
This Quarter Return
+3.44%
1 Year Return
+11.01%
3 Year Return
+2.79%
5 Year Return
+20.69%
10 Year Return
+31.32%
AUM
$427M
AUM Growth
+$427M
(+4.7%)
Cap. Flow
+$19.5M
Cap. Flow
% of AUM
4.56%
Top 10 Holdings %
Top 10 Hldgs %
70.29%
Holding
578
New
55
Increased
109
Reduced
87
Closed
42
Top Buys
Top Sells
| 1 |
VanEck High Yield Muni ETF
HYD
|
$7.88M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$5.9M |
| 3 |
Apple
AAPL
|
$3.17M |
| 4 |
Blackrock
BLK
|
$1.35M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$919K |
Sector Composition
| 1 | Technology | 2.75% |
| 2 | Consumer Discretionary | 1.71% |
| 3 | Healthcare | 1.17% |
| 4 | Communication Services | 1.12% |
| 5 | Financials | 0.98% |
