PO
Private Ocean Portfolio holdings
AUM
$1.13B
1-Year Return
11.01%
This Quarter Return
+0.23%
1 Year Return
+11.01%
3 Year Return
+2.79%
5 Year Return
+20.69%
10 Year Return
+31.32%
AUM
$134M
AUM Growth
-$1.67M
(-1.2%)
Cap. Flow
-$1.79M
Cap. Flow
% of AUM
-1.34%
Top 10 Holdings %
Top 10 Hldgs %
76.79%
Holding
237
New
20
Increased
59
Reduced
34
Closed
37
Top Buys
| 1 |
Coca-Cola
KO
|
$1.68M |
| 2 |
VanEck High Yield Muni ETF
HYD
|
$1.14M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$532K |
| 4 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$472K |
| 5 |
Walmart
WMT
|
$241K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 2.35% |
| 2 | Technology | 1.56% |
| 3 | Financials | 1.23% |
| 4 | Industrials | 0.92% |
| 5 | Healthcare | 0.78% |
