OA
Operose Advisors Portfolio holdings
AUM
$355M
This Quarter Return
+6.8%
1 Year Return
+16.89%
3 Year Return
+49.44%
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
65.44%
Holding
304
New
304
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
1 | Technology | 4.68% |
2 | Financials | 3.58% |
3 | Consumer Discretionary | 1.98% |
4 | Healthcare | 1.66% |
5 | Industrials | 1.55% |