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
$2.94B
AUM Growth
+$660M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$370M
2 +$315M
3 +$142M
4
VUG icon
Vanguard Growth ETF
VUG
+$38.5M
5
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$34.8M

Top Sells

1 +$264M
2 +$36.6M
3 +$23.7M
4
IYR icon
iShares US Real Estate ETF
IYR
+$22.3M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$20.3M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-659,633
102
-228,800
103
-79,773
104
-109,100