PO
Private Ocean Portfolio holdings
AUM
$1.13B
This Quarter Return
+1.21%
1 Year Return
+11.01%
3 Year Return
+2.79%
5 Year Return
+20.69%
10 Year Return
+31.32%
AUM
$154M
AUM Growth
+$154M
(+2.1%)
Cap. Flow
+$1.27M
Cap. Flow
% of AUM
0.82%
Top 10 Holdings %
Top 10 Hldgs %
80.53%
Holding
171
New
2
Increased
24
Reduced
22
Closed
4
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$1M |
| 2 |
VanEck High Yield Muni ETF
HYD
|
$755K |
| 3 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$383K |
| 4 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
$145K |
| 5 |
Alibaba
BABA
|
$70K |
Top Sells
| 1 |
Chevron
CVX
|
$224K |
| 2 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$192K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$97.9K |
| 4 |
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
|
$93.6K |
| 5 |
Edwards Lifesciences
EW
|
$84.2K |
Sector Composition
| 1 | Financials | 1.29% |
| 2 | Consumer Discretionary | 1.15% |
| 3 | Technology | 1.05% |
| 4 | Consumer Staples | 0.89% |
| 5 | Healthcare | 0.59% |
