PO
Private Ocean Portfolio holdings
AUM
$1.13B
This Quarter Return
-13.92%
1 Year Return
+11.01%
3 Year Return
+2.79%
5 Year Return
+20.69%
10 Year Return
+31.32%
AUM
$366M
AUM Growth
+$366M
(-11%)
Cap. Flow
+$19.6M
Cap. Flow
% of AUM
5.35%
Top 10 Holdings %
Top 10 Hldgs %
73.8%
Holding
655
New
167
Increased
125
Reduced
126
Closed
67
Top Buys
| 1 |
Apple
AAPL
|
$11.5M |
| 2 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
$10.5M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$9.8M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$2.51M |
| 5 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$1.69M |
Top Sells
Sector Composition
| 1 | Technology | 5.47% |
| 2 | Consumer Discretionary | 1.33% |
| 3 | Healthcare | 1.2% |
| 4 | Financials | 1.02% |
| 5 | Communication Services | 0.78% |
