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
$152M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$5.89M
3
+$5.13M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.97M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.6M

Top Sells

1
+$7.32M
2
+$1.93M
3
+$1.32M
4
AON icon
Aon
AON
+$333K
5
AAPL icon
Apple
AAPL
+$271K

Sector Composition

1 Technology 5.69%
2 Financials 2.17%
3 Industrials 1.95%
4 Consumer Staples 1.65%
5 Consumer Discretionary 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-434
102
– –
-1,145
103
– –
-1,989
104
– –
-1,409
105
– –
-1,737
1 2 3 4
5