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
$68.6M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$332K
2 +$331K
3 +$294K
4
PPG icon
PPG Industries
PPG
+$294K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$262K

Top Sells

1 +$196K
2 +$190K
3 +$155K
4
AMZN icon
Amazon
AMZN
+$101K
5
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$93.8K

Sector Composition

1 Technology 8.8%
2 Consumer Staples 3.21%
3 Financials 2.35%
4 Consumer Discretionary 2.04%
5 Industrials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$210K 0.31%
+932
52
$209K 0.31%
+1,500
53
$203K 0.3%
+1,761