SOS
Silver Oak Securities Portfolio holdings
AUM
$1.34B
1-Year Est. Return
16.55%
1 Year Est. Return
+16.55%
AUM
$533M
AUM Growth
+$72.8M
(+16%)
Holding
514
Top Buys
| 1 | +$28.3M | |
| 2 | +$26.3M | |
| 3 | +$9.19M | |
| 4 |
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
|
+$6.84M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$5.4M |
Top Sells
| 1 | +$65.8M | |
| 2 | +$6.03M | |
| 3 | +$2.52M | |
| 4 |
First Trust Value Line Dividend Fund
FVD
|
+$2.52M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$2.19M |
Sector Composition
| 1 | Technology | 3.34% |
| 2 | Consumer Discretionary | 2.05% |
| 3 | Industrials | 1.9% |
| 4 | Healthcare | 1.48% |
| 5 | Consumer Staples | 1.35% |