WOC

West Oak Capital Portfolio holdings

AUM $2.52M
1-Year Est. Return 17.57%
This Quarter Est. Return
1 Year Est. Return
+17.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$948K
3
+$684K
4
AMT icon
American Tower
AMT
+$401K
5
MU icon
Micron Technology
MU
+$360K

Top Sells

1
+$401K
2
+$242K
3
+$236K
4
INTC icon
Intel
INTC
+$236K
5
AAPL icon
Apple
AAPL
+$231K

Sector Composition

1 Financials 22.31%
2 Technology 18.53%
3 Healthcare 10.61%
4 Consumer Staples 7.77%
5 Consumer Discretionary 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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500
227
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$20K 0.01%
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500
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400
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72
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300
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$18K 0.01%
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242
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249
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