SOS
Silver Oak Securities Portfolio holdings
AUM
$1.2B
1-Year Return
15.24%
This Quarter Return
-2.66%
1 Year Return
+15.24%
3 Year Return
+47.24%
5 Year Return
–
10 Year Return
–
AUM
$492M
AUM Growth
–
Cap. Flow
+$492M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.11%
Holding
301
New
301
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.84% |
| 2 | Consumer Discretionary | 2.77% |
| 3 | Healthcare | 1.9% |
| 4 | Consumer Staples | 1.83% |
| 5 | Communication Services | 1.8% |
