OCA
Offit Capital Advisors Portfolio holdings
AUM
$60.1M
This Quarter Return
-2.66%
1 Year Return
-5.62%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$61.5M
AUM Growth
+$61.5M
(-2.7%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Claros Mortgage Trust
CMTG
$517M
| $61.5M | 100% |
5,426,793
| – | – |
|