OCFG

O'Connor Financial Group Portfolio holdings

AUM $238M
1-Year Est. Return 10.01%
This Quarter Est. Return
1 Year Est. Return
+10.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$989K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$205K
2 +$76.9K
3 +$69.7K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$44.4K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$43.8K

Sector Composition

1 Technology 1.08%
2 Energy 0.25%
3 Consumer Discretionary 0.2%
4 Utilities 0.17%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,094