OCFG
O'Connor Financial Group Portfolio holdings
AUM
$227M
1-Year Return
10.77%
This Quarter Return
+3.96%
1 Year Return
+10.77%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
–
Cap. Flow
+$133M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.32%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.84% |
| 2 | Energy | 0.25% |
| 3 | Utilities | 0.23% |
| 4 | Industrials | 0.15% |
| 5 | Consumer Discretionary | 0.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Amazon
AMZN
$2.49T
| $202K | 0.15% |
+1,955
| New | +$202K |
|