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OCA

OEP Capital Advisors Portfolio holdings

AUM $194M
1-Year Est. Return 9.78%
This Fund
S&P 500
This Quarter Est. Return
+19.48%
1 Year Est. Return
+9.78%
3 Year Est. Return
-16.86%
5 Year Est. Return
+23.27%
10 Year Est. Return
–
AUM
$194M
AUM Growth
+$56.5M
Cap. Flow
+$25.5M
Cap. Flow %
13.15%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

1
AHCO icon
AdaptHealth
AHCO
+$25.5M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AHCO icon
1
AdaptHealth
AHCO
$1.42B
$194M 100%
16,312,698
+2,494,518
+18% +$25.5M

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