Asset Manager
← All Institutions
Osbon Capital Management LLC
Market Value
$0
Holdings
47
New Purchases
0
Added To
0
Closed
47
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 11 | $0 | 0% |
| Large Cap | 24 | $0 | 0% |
| Mid Cap | 7 | $0 | 0% |
| Small Cap | 5 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$227.6B
Median Market Cap
$69.9B
Avg P/E
25.5
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.87
# Stocks
11
# ETFs / Funds
36
Top Holdings (47 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BSV | —% | — | — | — | -$318K | -3,954 | -100.0% | SOLD |
| 2 | SCZ | —% | — | — | — | -$290K | -5,050 | -100.0% | SOLD |
| 3 | XOM | —% | — | — | — | -$201K | -2,620 | -100.0% | SOLD |
| 4 | GS | —% | — | — | — | -$205K | -1,003 | -100.0% | SOLD |
| 5 | LMT | —% | — | — | — | -$305K | -838 | -100.0% | SOLD |
| 6 | CWH | —% | — | — | — | -$194K | -15,628 | -100.0% | SOLD |
| 7 | JNJ | —% | — | — | — | -$286K | -2,052 | -100.0% | SOLD |
| 8 | CSCO | —% | — | — | — | -$3M | -47,703 | -100.0% | SOLD |
| 9 | AMZN | —% | — | — | — | -$507K | -268 | -100.0% | SOLD |
| 10 | BND | —% | — | — | — | -$1M | -12,729 | -100.0% | SOLD |
| 11 | ADBE | —% | — | — | — | -$368K | -1,249 | -100.0% | SOLD |
| 12 | AMGN | —% | — | — | — | -$285K | -1,547 | -100.0% | SOLD |
| 13 | EWX | —% | — | — | — | -$200K | -4,467 | -100.0% | SOLD |
| 14 | BDX | —% | — | — | — | -$360K | -1,428 | -100.0% | SOLD |
| 15 | VTI | —% | — | — | — | -$12M | -77,161 | -100.0% | SOLD |
| 16 | VEU | —% | — | — | — | -$740K | -14,516 | -100.0% | SOLD |
| 17 | VGK | —% | — | — | — | -$4M | -71,176 | -100.0% | SOLD |
| 18 | VNQI | —% | — | — | — | -$4M | -60,029 | -100.0% | SOLD |
| 19 | VTIP | —% | — | — | — | -$2M | -33,100 | -100.0% | SOLD |
| 20 | VB | —% | — | — | — | -$11M | -69,486 | -100.0% | SOLD |
| 21 | VWOB | —% | — | — | — | -$4M | -52,873 | -100.0% | SOLD |
| 22 | VGT | —% | — | — | — | -$3M | -12,825 | -100.0% | SOLD |
| 23 | EEM | —% | — | — | — | -$1M | -29,309 | -100.0% | SOLD |
| 24 | DLS | —% | — | — | — | -$2M | -32,336 | -100.0% | SOLD |
| 25 | MUB | —% | — | — | — | -$1M | -12,572 | -100.0% | SOLD |
| 26 | VIG | —% | — | — | — | -$458K | -3,996 | -100.0% | SOLD |
| 27 | SGOL | —% | — | — | — | -$1M | -10,493 | -100.0% | SOLD |
| 28 | VFH | —% | — | — | — | -$2M | -30,919 | -100.0% | SOLD |
| 29 | SPY | —% | — | — | — | -$674K | -2,299 | -100.0% | SOLD |
| 30 | DIA | —% | — | — | — | -$3M | -11,329 | -100.0% | SOLD |
| 31 | VUG | —% | — | — | — | -$224K | -1,369 | -100.0% | SOLD |
| 32 | EMB | —% | — | — | — | -$2M | -15,828 | -100.0% | SOLD |
| 33 | EWJ | —% | — | — | — | -$2M | -38,357 | -100.0% | SOLD |
| 34 | GLD | —% | — | — | — | -$2M | -11,370 | -100.0% | SOLD |
| 35 | IJR | —% | — | — | — | -$789K | -10,085 | -100.0% | SOLD |
| 36 | IWC | —% | — | — | — | -$269K | -2,891 | -100.0% | SOLD |
| 37 | IEUR | —% | — | — | — | -$379K | -8,128 | -100.0% | SOLD |
| 38 | VWO | —% | — | — | — | -$3M | -66,806 | -100.0% | SOLD |
| 39 | DGS | —% | — | — | — | -$2M | -46,395 | -100.0% | SOLD |
| 40 | SDY | —% | — | — | — | -$8M | -75,156 | -100.0% | SOLD |
| 41 | SJNK | —% | — | — | — | -$5M | -188,356 | -100.0% | SOLD |
| 42 | VIS | —% | — | — | — | -$239K | -1,641 | -100.0% | SOLD |
| 43 | VYM | —% | — | — | — | -$387K | -4,427 | -100.0% | SOLD |
| 44 | BRK-B | —% | — | — | — | -$768K | -3,605 | -100.0% | SOLD |
| 45 | VNQ | —% | — | — | — | -$5M | -58,951 | -100.0% | SOLD |
| 46 | VXUS | —% | — | — | — | -$2M | -41,251 | -100.0% | SOLD |
| 47 | IEV | —% | — | — | — | -$491K | -11,137 | -100.0% | SOLD |