OC

Opal Capital Portfolio holdings

AUM $400M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$11.5M
3 +$11.3M
4
VZ icon
Verizon
VZ
+$11.1M
5
NVO icon
Novo Nordisk
NVO
+$10.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.78%
2 Consumer Staples 13.28%
3 Healthcare 12.01%
4 Technology 11.69%
5 Energy 10.8%