OP

Ocean Park Tactical Core Growth Fund

Mutual Fund
Ocean Park Tactical Core Growth Fund
Last update 2024-11-27 28 Stocks (8 new)
Value $3.00 Mil Turnover 48 %
Countries:
Top Holdings: USMV(23.53%)VOO(15.01%)EFAV(6.38%)IYR(4.65%)XLP(4.65%)
Portfolio Report
Summary Stock Picks Current Portfolio
Ocean Park Tactical Core Growt... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
USMV 		iShares MSCI USA Min Vol Factor ETF
7,945
725.460
+840.24%
23.530
+21.03%
0.000
-3.98%
-0.96%
22363.464
 
VOO 		Vanguard S&P 500 ETF
877
462.770
0%
15.010
0%
0.000
+0.15%
-1.30%
527123.663
 
EFAV 		iShares MSCI EAFE Min Vol Factor ETF
2,565
196.740
New Holding
6.380
+6.38%
0.000
-7.00%
-1.53%
5578.159
 
IYR 		iShares U.S. Real Estate ETF
1,408
143.430
New Holding
4.650
+4.65%
0.000
-8.66%
-3.52%
3999.239
 
XLP 		Consumer Staples Select Sector SPDR
1,726
143.260
New Holding
4.650
+4.65%
0.000
-6.04%
-3.15%
15760.667
 
EPI 		WisdomTree India Earnings Fund
2,504
126.350
+16.36%
4.100
+0.58%
0.000
-11.99%
-4.46%
3201.609
 
KRE 		SPDR S&P Regional Banking ETF
1,938
109.690
New Holding
3.560
+3.56%
0.000
+1.25%
-3.30%
4859.129
 
VOT 		Vanguard Mid-Cap Growth ETF
446
108.590
0%
3.520
0%
0.000
+2.09%
+0.28%
14115.368
 
QUAL 		iShares MSCI USA Quality Factor ETF
602
107.940
0%
3.500
0%
0.000
-3.01%
-1.48%
49272.171
 
ACWX 		iShares MSCI ACWI Ex US Index Fund
1,542
88.230
0%
2.860
0%
0.000
-8.44%
-1.86%
4738.634
 

Ocean Park Tactical Core Growth Fund's Historical Top Holdings Breakdowns

Ocean Park Tactical Core Growth Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USMV 		iShares MSCI USA Min Vol Factor ETF2024-09-30Add
+21.03%
●
83.76 ($88.16) 91.82
$88.04
-0.13%
Add 840.24%
7,945
7,100
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Sold Out
-13.76%
●
47.6 ($50.85) 53.31
$47.29
-7.00%
Sold Out
0
-7,566
VOO 		Vanguard S&P 500 ETF2024-03-31Add
+6.92%
●
429.43 ($457.68) 481.35
$532.71
16.39%
Add 152.5%
505
305
QQQM 		Invesco NASDAQ 100 ETF2024-09-30Sold Out
-6.90%
●
178.94 ($194.76) 207
$207.58
6.58%
Sold Out
0
-951
VOO 		Vanguard S&P 500 ETF2024-06-30Add
+6.85%
●
455.1 ($481.2) 504.28
$532.71
10.70%
Add 73.66%
877
372
EFAV 		iShares MSCI EAFE Min Vol Factor ETF2024-09-30New Buy
+6.38%
●
69.31 ($73.86) 77.34
$69.73
-5.59%
New holding
2,565
2,565
VUG 		Vanguard Growth ETF2024-09-30Sold Out
-4.90%
●
341.08 ($371.89) 391.94
$404.06
8.65%
Sold Out
0
-356
AVDV 		Avantis International Small Cap Value ETF2024-09-30Sold Out
-4.73%
●
62.52 ($67.28) 71.12
$63.63
-5.43%
Sold Out
0
-1,977
AVDV 		Avantis International Small Cap Value ETF2024-06-30New Buy
+4.73%
●
63.81 ($66.03) 68.36
$63.63
-3.64%
New holding
1,977
1,977
IYR 		iShares U.S. Real Estate ETF2024-09-30New Buy
+4.65%
●
86.93 ($96.32) 103.61
$89.87
-6.70%
New holding
1,408
1,408

Ocean Park Tactical Core Growth Fund Total Holding History ($B)

To

Ocean Park Tactical Core Growth Fund's Asset Allocation

To

Ocean Park Tactical Core Growth Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Ocean Park Tactical Core Growth Fund's Hypothetical Growth since 2024-09-30

Ocean Park Tactical Core Growth Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Ocean Park Tactical Core Growth Fund's Holdings Heat Map

Size field:

Ocean Park Tactical Core Growth Fund's Holdings Bubble Chart

Ocean Park Tactical Core Growth Fund News

  • 1

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