OFG
Omega Financial Group Portfolio holdings
AUM
$277M
This Quarter Return
+10.47%
1 Year Return
+12.12%
3 Year Return
+32.02%
5 Year Return
+46.81%
10 Year Return
–
AUM
$136M
AUM Growth
+$136M
(+20%)
Cap. Flow
+$11.2M
Cap. Flow
% of AUM
8.23%
Top 10 Holdings %
Top 10 Hldgs %
47.47%
Holding
63
New
6
Increased
29
Reduced
25
Closed
–
Top Buys
| 1 |
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
|
$4.34M |
| 2 |
Boeing
BA
|
$3.05M |
| 3 |
Apple
AAPL
|
$2.63M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$811K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$548K |
Top Sells
Sector Composition
| 1 | Technology | 2.8% |
| 2 | Industrials | 2.25% |
| 3 | Financials | 0.77% |
| 4 | Communication Services | 0.19% |
