OFP

OFC Financial Planning Portfolio holdings

AUM $94.2M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.91%
2 Industrials 1.45%
3 Consumer Discretionary 1.44%
4 Financials 1.18%
5 Materials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$203K 0.21%
+1,590
52
$202K 0.21%
+1,900