PO

Private Ocean Portfolio holdings

AUM $1.13B
1-Year Est. Return 11.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Sells

1 +$341K
2 +$234K
3 +$210K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$98K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$78.5K

Sector Composition

1 Technology 1.06%
2 Consumer Discretionary 0.96%
3 Financials 0.95%
4 Consumer Staples 0.94%
5 Healthcare 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-16