PO
Private Ocean Portfolio holdings
AUM
$1.13B
1-Year Est. Return
11.01%
1 Year Est. Return
+11.01%
AUM
$1.13B
AUM Growth
+$190M
(+20%)
Holding
706
Top Buys
| 1 | +$28.7M | |
| 2 | +$25.5M | |
| 3 | +$25.1M | |
| 4 |
VanEck High Yield Muni ETF
HYD
|
+$19M |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$17.9M |
Top Sells
| 1 | +$25.2M | |
| 2 | +$2.74M | |
| 3 | +$1.09M | |
| 4 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
+$879K |
| 5 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
+$856K |
Sector Composition
| 1 | Technology | 4.49% |
| 2 | Financials | 1.85% |
| 3 | Consumer Discretionary | 0.61% |
| 4 | Healthcare | 0.51% |
| 5 | Communication Services | 0.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
651
Coca-Cola Femsa
KOF
$18.4B
| – | – |
-15
|
|
||
652
Lamar Advertising Co
LAMR
$13.4B
| – | – |
-70
|
|
||
653
AES
AES
$9.96B
| – | – |
-546
|
|
||
654
JPMorgan BetaBuilders Canada ETF
BBCA
$9.14B
| – | – |
-200
|
|