OA
Opes Advisors Portfolio holdings
AUM
$140M
This Quarter Return
+4.36%
1 Year Return
-7.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(-10%)
Cap. Flow
-$21.2M
Cap. Flow
% of AUM
-15.12%
Top 10 Holdings %
Top 10 Hldgs %
66.12%
Holding
51
New
16
Increased
16
Reduced
10
Closed
8
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$11.6M |
| 2 |
Gilead Sciences
GILD
|
$7.92M |
| 3 |
Netflix
NFLX
|
$3.77M |
| 4 |
CELG
Celgene Corp
CELG
|
$1.95M |
| 5 |
Exact Sciences
EXAS
|
$1.57M |
Sector Composition
| 1 | Technology | 0.84% |
| 2 | Consumer Discretionary | 0.33% |
| 3 | Healthcare | 0.33% |
| 4 | Energy | 0.18% |
| 5 | Financials | 0.11% |