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
$149M
AUM Growth
+$4.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1 +$856K
2 +$671K
3 +$513K
4
TT icon
Trane Technologies
TT
+$289K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$225K

Top Sells

1 +$642K
2 +$633K
3 +$334K
4
CAT icon
Caterpillar
CAT
+$306K
5
LLY icon
Eli Lilly
LLY
+$298K

Sector Composition

1 Financials 28.52%
2 Technology 13.9%
3 Healthcare 12.39%
4 Industrials 9.8%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$0 ﹤0.01%
1,200
377
-1,437
378
-550