OCA

Offit Capital Advisors Portfolio holdings

AUM $60.1M
1-Year Est. Return 5.62%
This Quarter Est. Return
1 Year Est. Return
-5.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$45.5M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 78.78%
2 Financials 21.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$169M 78.78%
9,855,555
2
$45.5M 21.22%
+3,587,918