OPA
Old Port Advisors Portfolio holdings
AUM
$367M
1-Year Return
17.46%
This Quarter Return
+1.66%
1 Year Return
+17.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$185M
AUM Growth
–
Cap. Flow
+$185M
Cap. Flow
% of AUM
99.89%
Top 10 Holdings %
Top 10 Hldgs %
20.68%
Holding
167
New
159
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$5.72M |
| 2 |
Tyler Technologies
TYL
|
$4.87M |
| 3 |
Rayonier
RYN
|
$3.96M |
| 4 |
Intel
INTC
|
$3.91M |
| 5 |
Honeywell
HON
|
$3.49M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 14.36% |
| 2 | Consumer Staples | 7.17% |
| 3 | Healthcare | 7.1% |
| 4 | Financials | 6.93% |
| 5 | Utilities | 6.73% |
