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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
$258M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$1.71M
3
+$978K
4
MCHP icon
Microchip Technology
MCHP
+$640K
5
CHPT icon
ChargePoint
CHPT
+$186K

Top Sells

1
+$791K
2
+$365K
3
+$295K
4
DHR icon
Danaher
DHR
+$287K
5
AAPL icon
Apple
AAPL
+$237K

Sector Composition

1 Financials 23.23%
2 Technology 17.5%
3 Healthcare 10.7%
4 Consumer Staples 7.33%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
62
352
$1K ﹤0.01%
15
353
$1K ﹤0.01%
20
354
$1K ﹤0.01%
35
355
$1K ﹤0.01%
1
356
$1K ﹤0.01%
50
357
$1K ﹤0.01%
100
358
$1K ﹤0.01%
31
359
$1K ﹤0.01%
+45
360
$1K ﹤0.01%
250
361
$1K ﹤0.01%
200
+150
362
$0 ﹤0.01%
29
363
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364
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365
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366
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367
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368
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-25
369
$0 ﹤0.01%
9
-1,000
370
– –
-4,290
371
$0 ﹤0.01%
+12,608
372
$0 ﹤0.01%
464
373
$0 ﹤0.01%
1,200
374
$0 ﹤0.01%
1,666
375
– –
-1
12 13 14
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