SOS
Silver Oak Securities Portfolio holdings
AUM
$1.2B
This Quarter Return
-12.36%
1 Year Return
+15.24%
3 Year Return
+47.24%
5 Year Return
–
10 Year Return
–
AUM
$446M
AUM Growth
-$46M
(-9.3%)
Cap. Flow
-$3.16M
Cap. Flow
% of AUM
-0.71%
Top 10 Holdings %
Top 10 Hldgs %
42.84%
Holding
354
New
53
Increased
121
Reduced
99
Closed
76
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 4.94% |
| 2 | Consumer Discretionary | 2.99% |
| 3 | Consumer Staples | 1.78% |
| 4 | Healthcare | 1.7% |
| 5 | Industrials | 1.64% |