OPPS
Obsidian Personal Planning Solutions Portfolio holdings
AUM
$247M
This Quarter Return
+6.52%
1 Year Return
+11.75%
3 Year Return
+41.18%
5 Year Return
–
10 Year Return
–
AUM
$247M
AUM Growth
+$247M
(+10%)
Cap. Flow
+$8.84M
Cap. Flow
% of AUM
3.58%
Top 10 Holdings %
Top 10 Hldgs %
50.61%
Holding
114
New
9
Increased
41
Reduced
20
Closed
1
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 4.04% |
| 2 | Financials | 1.9% |
| 3 | Industrials | 1.34% |
| 4 | Consumer Discretionary | 1.14% |
| 5 | Communication Services | 1% |
