OA
Opes Advisors Portfolio holdings
AUM
$140M
This Quarter Return
+7.02%
1 Year Return
-7.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(+46%)
Cap. Flow
+$39.3M
Cap. Flow
% of AUM
27.75%
Top 10 Holdings %
Top 10 Hldgs %
61.23%
Holding
63
New
25
Increased
22
Reduced
9
Closed
7
Top Buys
| 1 |
Schwab Fundamental International Small Company Index ETF
FNDC
|
$10.2M |
| 2 |
Apple
AAPL
|
$9.62M |
| 3 |
SCIU
Global X Scientific Beta US ETF
SCIU
|
$7.51M |
| 4 |
Gilead Sciences
GILD
|
$6.64M |
| 5 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$3.9M |
Top Sells
Sector Composition
| 1 | Technology | 10.79% |
| 2 | Healthcare | 7.05% |
| 3 | Communication Services | 2.43% |
| 4 | Financials | 0.6% |
| 5 | Materials | 0.27% |
