PO
Private Ocean Portfolio holdings
AUM
$1.13B
1-Year Return
11.01%
This Quarter Return
+3.29%
1 Year Return
+11.01%
3 Year Return
+2.79%
5 Year Return
+20.69%
10 Year Return
+31.32%
AUM
$763M
AUM Growth
+$200M
(+36%)
Cap. Flow
+$179M
Cap. Flow
% of AUM
23.49%
Top 10 Holdings %
Top 10 Hldgs %
73.07%
Holding
649
New
45
Increased
81
Reduced
125
Closed
106
Top Buys
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$520K |
| 2 |
ProShares Ultra Financials
UYG
|
$396K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$378K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$378K |
| 5 |
Invesco QQQ Trust
QQQ
|
$368K |
Sector Composition
| 1 | Technology | 4.69% |
| 2 | Consumer Discretionary | 1.14% |
| 3 | Financials | 0.74% |
| 4 | Healthcare | 0.71% |
| 5 | Communication Services | 0.68% |
