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
$1.2B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$1.06B
2 +$58.7M
3 +$47.8M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$27.6M
5
IYR icon
iShares US Real Estate ETF
IYR
+$8.67M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.06B 88.12%
+7,148,900
2
$58.7M 4.88%
+2,289,600
3
$47.8M 3.97%
+100,600
4
$27.6M 2.3%
+341,600
5
$8.67M 0.72%
+74,650