OAP

One Advisory Partners Portfolio holdings

AUM $299M
1-Year Est. Return 12.43%
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Sector Composition

1 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$248K 0.19%
7,798
-4,732
27
$204K 0.15%
+3,519
28
-5,887