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OI
OBH Inc Portfolio holdings
AUM
$6.09M
Turnover
0%
1-Year Est. Return
12.14%
This Fund
S&P 500
This Quarter Est. Return
-3.68%
1 Year Est. Return
-12.14%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$6.09M
AUM Growth
-$233K
(-3.7%)
Cap. Flow
$0
Cap. Flow % of AUM
Cap. Flow %
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
–
Closed
–
Avg Time Held
1.3
years
Top 10 Avg Time Held
1.3
years
Top 20 Avg Time Held
1.3
years
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 100% |
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OBH Inc's Q3 2014 Portfolio in Review
As of Q3 2014, OBH Inc held 1 position worth $6.09M, down 3.7% from $6.32M the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Trading was light in Q3 2014: portfolio turnover was 0%. OBH Inc opened no new positions and made no exits, leaving the 1-position portfolio largely intact.
By sector, the portfolio is most concentrated in Financials at 100% of assets, unchanged from a quarter earlier.
- OBH Inc's ten largest holdings make up 100% of its $6.09M portfolio in Q3 2014.
- OBH Inc opened 0 new positions and closed 0 in Q3 2014.
- OBH Inc's portfolio value fell 3.7% quarter-over-quarter to $6.09M.
Based on OBH Inc's 13F filing for Q3 2014, filed 14 Nov 2014.