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
$5.51M
AUM Growth
-$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$5.51M

Top Sells

1 +$24.2M
2 +$21M
3 +$10.4M
4
IYR icon
iShares US Real Estate ETF
IYR
+$10.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.98M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.51M 100%
+75,900
2
-93,000
3
-1,188,000
4
-6,600
5
-133,700
6
-918,650