WOC
West Oak Capital Portfolio holdings
AUM
$2.52M
1-Year Est. Return
17.57%
This Fund
S&P 500
1 Year Est. Return
+17.57%
AUM
$164M
AUM Growth
-$4.38M
(-2.6%)
Holding
365
Top Buys
| 1 | +$20M | |
| 2 | +$1.55M | |
| 3 | +$1.51M | |
| 4 |
Merck
MRK
|
+$913K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$309K |
Top Sells
| 1 | +$25.7M | |
| 2 | +$1.15M | |
| 3 | +$1.14M | |
| 4 |
Amgen
AMGN
|
+$694K |
| 5 |
iShare MSCI Eurozone ETF
EZU
|
+$406K |
Sector Composition
| 1 | Financials | 26.15% |
| 2 | Technology | 17.32% |
| 3 | Healthcare | 11.08% |
| 4 | Industrials | 8.11% |
| 5 | Consumer Staples | 6.27% |