OPPS

Obsidian Personal Planning Solutions Portfolio holdings

AUM $247M
1-Year Est. Return 11.75%
This Quarter Est. Return
1 Year Est. Return
+11.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$5.74M
3
+$5.74M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$3.86M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.74M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.83%
2 Consumer Staples 2.71%
3 Healthcare 1.82%
4 Industrials 1.78%
5 Consumer Discretionary 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$413K 0.7%
+2,378
27
$391K 0.67%
+1,882
28
$383K 0.65%
+2,784
29
$359K 0.61%
+1,314
30
$350K 0.6%
+2,433
31
$326K 0.56%
+1,528
32
$304K 0.52%
+5,168
33
$303K 0.52%
+3,156
34
$303K 0.52%
+5,967
35
$270K 0.46%
+778
36
$259K 0.44%
+12,373
37
$245K 0.42%
+1,805
38
$241K 0.41%
+1,278
39
$231K 0.39%
+4,039
40
$222K 0.38%
+464
41
$221K 0.38%
+2,426
42
$201K 0.34%
+7,203
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