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
$68.6M
AUM Growth
-$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$15.5M
2 +$10.2M

Sector Composition

1 Real Estate 100%
2 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$68.6M 100%
5,839,714
-1,321,312
2
-1,014,578