PO

Private Ocean Portfolio holdings

AUM $1.13B
1-Year Est. Return 11.01%
This Quarter Est. Return
1 Year Est. Return
+11.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$427M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Sells

1 +$20.8M
2 +$7.88M
3 +$5.9M
4
BLK icon
Blackrock
BLK
+$1.35M
5
VNQ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$0 ﹤0.01%
2
552
$0 ﹤0.01%
4