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
$79.8M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$6.07M

Sector Composition

1 Real Estate 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$79.8M 100%
5,426,793
-412,921