PO
Private Ocean Portfolio holdings
AUM
$1.13B
1-Year Return
11.01%
This Quarter Return
+2.45%
1 Year Return
+11.01%
3 Year Return
+2.79%
5 Year Return
+20.69%
10 Year Return
+31.32%
AUM
$139M
AUM Growth
+$3.84M
(+2.8%)
Cap. Flow
+$698K
Cap. Flow
% of AUM
0.5%
Top 10 Holdings %
Top 10 Hldgs %
80.44%
Holding
179
New
8
Increased
29
Reduced
18
Closed
4
Top Buys
Top Sells
| 1 |
VanEck High Yield Muni ETF
HYD
|
$348K |
| 2 |
Vanguard Value ETF
VTV
|
$238K |
| 3 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$212K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$103K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$79.4K |
Sector Composition
| 1 | Technology | 1.06% |
| 2 | Consumer Discretionary | 0.96% |
| 3 | Financials | 0.95% |
| 4 | Consumer Staples | 0.94% |
| 5 | Healthcare | 0.69% |
