OCM

Opti Capital Management Portfolio holdings

AUM $1.76B
1-Year Est. Return 0.01%
This Quarter Est. Return
1 Year Est. Return
-0.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1 +$368K
2 +$98K
3 +$39K

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 0.18%
2 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$368K 0.18%
+6,300
2
$98K 0.05%
+860,221
3
$39K 0.02%
+1,000