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
$165M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$708K
3 +$551K
4
AMZN icon
Amazon
AMZN
+$410K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$105K

Top Sells

1 +$488K
2 +$255K
3 +$247K
4
IRBT
iRobot
IRBT
+$244K
5
AAPL icon
Apple
AAPL
+$234K

Sector Composition

1 Financials 28.34%
2 Technology 13.79%
3 Healthcare 12.89%
4 Industrials 9.59%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$0 ﹤0.01%
3,381
377
$0 ﹤0.01%
464
378
$0 ﹤0.01%
1,200
379
-244