OCA

Offit Capital Advisors Portfolio holdings

AUM $60.1M
This Quarter Return
+1.55%
1 Year Return
-5.62%
3 Year Return
5 Year Return
10 Year Return
AUM
$162M
AUM Growth
Cap. Flow
+$162M
Cap. Flow %
100%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 100%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CMTG icon
1
Claros Mortgage Trust
CMTG
$502M
$162M 100%
+9,855,555
New +$162M