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
$170M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Sector Composition

1 Financials 0.27%
2 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,065
52
-2,703
53
-3,528