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OCM

Opti Capital Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 0%
This Fund
S&P 500
This Quarter Est. Return
+0%
1 Year Est. Return
+0%
3 Year Est. Return
-0.02%
5 Year Est. Return
+0.33%
10 Year Est. Return
–
AUM
$897M
AUM Growth
+$79.9M
Cap. Flow
-$816M
Cap. Flow %
-90.99%
Top 10 Hldgs %
64.82%
Holding
42
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

1
T icon
AT&T
T
+$999K

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
T icon
1
AT&T
T
$148B
$1.01M 0.11%
+46,340
New +$999K

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