OA
Opes Advisors Portfolio holdings
AUM
$140M
This Quarter Return
+5.75%
1 Year Return
-7.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$156M
AUM Growth
+$156M
(-3.2%)
Cap. Flow
-$8.81M
Cap. Flow
% of AUM
-5.64%
Top 10 Holdings %
Top 10 Hldgs %
61.32%
Holding
66
New
2
Increased
18
Reduced
11
Closed
31
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$3.37M |
| 2 |
Johnson & Johnson
JNJ
|
$917K |
| 3 |
abrdn Physical Gold Shares ETF
SGOL
|
$741K |
| 4 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
$680K |
| 5 |
PayPal
PYPL
|
$667K |
Sector Composition
| 1 | Technology | 7.5% |
| 2 | Healthcare | 7.32% |
| 3 | Communication Services | 2.41% |
| 4 | Consumer Staples | 0.07% |
| 5 | Financials | 0.04% |
