OCM
Opti Capital Management Portfolio holdings
AUM
$1.76B
This Quarter Return
+0%
1 Year Return
-0.01%
3 Year Return
+0.33%
5 Year Return
+0.32%
10 Year Return
–
AUM
$897M
AUM Growth
+$897M
(+9.8%)
Cap. Flow
+$1.01M
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
64.82%
Holding
42
New
1
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
AT&T
T
|
$1.01M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 0.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
AT&T
T
$208B
| $1.01M | 0.11% |
+35,000
| New | +$1.01M |
|