OFG

OmniStar Financial Group Portfolio holdings

AUM $165M
1-Year Est. Return 14.12%
This Quarter Est. Return
1 Year Est. Return
+14.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.23M
3
+$1.89M
4
NVS icon
Novartis
NVS
+$1.34M
5
IXN icon
iShares Global Tech ETF
IXN
+$1.3M

Top Sells

1
+$1.6M
2
+$1.39M
3
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.25M
5
PM icon
Philip Morris
PM
+$1.15M

Sector Composition

1 Technology 19.53%
2 Healthcare 16.92%
3 Consumer Staples 11.55%
4 Consumer Discretionary 8.07%
5 Industrials 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
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