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
$130M
AUM Growth
-$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$45.1M
2 +$25.8M

Sector Composition

1 Real Estate 92.18%
2 Financials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$120M 92.18%
7,161,026
-2,694,529
2
$10.2M 7.82%
1,014,578
-2,573,340