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SOAG
Silver Oak Advisory Group Portfolio holdings
AUM
$232M
1-Year Est. Return
8.84%
This Fund
S&P 500
1 Year Est. Return
+8.84%
AUM
$221M
AUM Growth
+$166K
(+0.08%)
Holding
79
Top Buys
| 1 | +$725K | |
| 2 | +$632K | |
| 3 | +$507K | |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$448K |
| 5 |
Dimensional US Sustainability Core 1 ETF
DFSU
|
+$349K |
Top Sells
| 1 | +$1.32M | |
| 2 | +$908K | |
| 3 | +$597K | |
| 4 |
Microsoft
MSFT
|
+$456K |
| 5 |
Amgen
AMGN
|
+$386K |
Sector Composition
| 1 | Technology | 1.86% |
| 2 | Financials | 0.71% |
| 3 | Healthcare | 0.69% |
| 4 | Consumer Staples | 0.4% |
| 5 | Industrials | 0.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Home Depot
HD
$327B
| – | – |
-659
|
|
||
77
RTX Corp
RTX
$259B
| – | – |
-1,816
|
|
||
78
Vanguard Large-Cap ETF
VV
$52B
| – | – |
-4,283
|
|
||
|
79
Amgen
AMGN
$184B
| – | – |
-1,371
|
|