OA
Opes Advisors Portfolio holdings
AUM
$140M
This Quarter Return
+3.55%
1 Year Return
-7.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(+0.24%)
Cap. Flow
-$4.57M
Cap. Flow
% of AUM
-3.34%
Top 10 Holdings %
Top 10 Hldgs %
69.11%
Holding
51
New
5
Increased
15
Reduced
19
Closed
11
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$2.79M |
| 2 |
Tesla
TSLA
|
$1.63M |
| 3 |
Exact Sciences
EXAS
|
$1.39M |
| 4 |
Johnson & Johnson
JNJ
|
$766K |
| 5 |
Akamai
AKAM
|
$466K |
Sector Composition
| 1 | Technology | 1.43% |
| 2 | Consumer Discretionary | 0.34% |
| 3 | Communication Services | 0.3% |
| 4 | Industrials | 0.17% |
| 5 | Financials | 0.03% |