OPAM

Ocean Park Asset Management Portfolio holdings

AUM $2.82B
1-Year Est. Return 6.54%
This Quarter Est. Return
1 Year Est. Return
+6.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$508M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$654M
2 +$501M
3 +$106M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$28.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$21.7M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-325,300
27
-384,700