SOS
Silver Oak Securities Portfolio holdings
AUM
$1.2B
This Quarter Return
+6.52%
1 Year Return
+15.24%
3 Year Return
+47.24%
5 Year Return
–
10 Year Return
–
AUM
$533M
AUM Growth
+$533M
(+16%)
Cap. Flow
+$42.9M
Cap. Flow
% of AUM
8.05%
Top 10 Holdings %
Top 10 Hldgs %
39.15%
Holding
514
New
71
Increased
137
Reduced
93
Closed
211
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.34% |
| 2 | Consumer Discretionary | 2.05% |
| 3 | Industrials | 1.9% |
| 4 | Healthcare | 1.48% |
| 5 | Consumer Staples | 1.35% |
