OA

Opes Advisors Portfolio holdings

AUM $140M
1-Year Est. Return 7.58%
This Quarter Est. Return
1 Year Est. Return
-7.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$11.6M
2 +$7.92M
3 +$3.77M
4
CELG
Celgene Corp
CELG
+$1.95M
5
EXAS icon
Exact Sciences
EXAS
+$1.56M

Sector Composition

1 Technology 0.84%
2 Consumer Discretionary 0.33%
3 Healthcare 0.33%
4 Energy 0.18%
5 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-13,374