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WOC

West Oak Capital Portfolio holdings

AUM $2.52M
1-Year Est. Return 17.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$338K
2
+$284K
3
+$245K
4
CRM icon
Salesforce
CRM
+$222K
5
C icon
Citigroup
C
+$189K

Top Sells

1
+$915K
2
+$423K
3
+$371K
4
NVDA icon
NVIDIA
NVDA
+$360K
5
USB icon
US Bancorp
USB
+$356K

Sector Composition

1 Financials 27.2%
2 Technology 23.28%
3 Healthcare 10.24%
4 Consumer Staples 8.24%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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1,200
307
$0 ﹤0.01%
1,666
308
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309
– –
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310
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$0 ﹤0.01%
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315
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$0 ﹤0.01%
1
318
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9 10 11 12
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