Summary
OAKM Chart
Short Interest in Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM) Expands By 51.7%
Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM - Get Free Report) saw a significant increase in short interest during the month of February. As of February 27th, there was short interest totaling 20,399 shares, an increase of 51.7% from the February 12th total of 13,447 shares. Based on an average daily trading volume, of 170,244 shares,
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OAKM: Quality And Value Heavy Large-Cap ETF, Worth Monitoring
OAKM relies on the concept of intrinsic value to calibrate a large-cap portfolio that will be capable of delivering "long-term capital appreciation." Incepted in December 2024, OAKM has had a racy start as it has outsmarted IVV and a few value-heavy peers. OAKM's portfolio features only 35 equities, mostly financials, with a 5.5% adjusted weighted-average EY. Its quality is mostly robust, while growth is bleak without question.
Oakmark U.S. Large Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 2,000 | $47,018 | $58,450 | $11,432 | 24.31% |
| RR rosemary richard WCG Wealth Advisors LLC | 13,305 | $377,329.8 | $388,106.85 | $10,777.05 | 2.86% |
 Katherine Andersen Western Pacific Wealth Management LP | 160,370 | $3.97M | $4.68M | $703,105.7 | 17.7% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 70,660 | $1.96M | $2.06M | $104,060.55 | 5.32% |
| CB Catherine Bluvol Next Level Private LLC | 16,309 | $426,548.54 | $475,405.72 | $48,857.18 | 11.45% |
Oakmark U.S. Large Cap ETF (OAKM) FAQ
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Oakmark U.S. Large Cap ETF Profile
| ARCA Exchange | US Country |
Overview
This fund primarily focuses on investing in U.S. large capitalization companies. By allocating at least 80% of its net assets, plus any borrowings made for investment purposes, towards securities of these large-cap entities, the fund aims to provide investors with a diversified portfolio that taps into the growth and stability of established firms. The criteria for selection include companies with a market capitalization not smaller than the smallest market capitalization present in the Russell 1000 Index, ensuring the investment in truly significant players in the U.S. economy.
Products and Services
- Diversified Portfolio of Common Stocks
This fund invests primarily in a diversified portfolio of common stocks of U.S. large capitalization companies. By focusing on these well-established firms, the fund seeks to offer stability and potential for growth, leveraging the inherent strengths and market positions of these entities.
- Securities of U.S. Large Capitalization Companies
The investment strategy centers around securities of U.S. large capitalization companies. With at least 80% of its net assets invested in such securities, plus any borrowings for investment purposes, the fund is dedicated to capturing the value and performance of America's largest and most influential companies that meet or exceed the market cap threshold of the Russell 1000 Index.
