OC

Opinicus Capital Portfolio holdings

AUM $132M
1-Year Est. Return 16.66%
This Quarter Est. Return
1 Year Est. Return
+16.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$427K
2 +$287K
3 +$248K
4
SO icon
Southern Company
SO
+$218K
5
AAPL icon
Apple
AAPL
+$209K

Top Sells

1 +$311K
2 +$302K
3 +$280K
4
KO icon
Coca-Cola
KO
+$275K
5
FTNT icon
Fortinet
FTNT
+$232K

Sector Composition

1 Technology 29.62%
2 Healthcare 8.96%
3 Consumer Discretionary 8.45%
4 Financials 7.95%
5 Communication Services 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,487
102
-1,155
103
-5,893