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
$819M
AUM Growth
-$77.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$355K

Top Sells

1
+$521K

Sector Composition

1 Technology 0.17%
2 Communication Services 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.01M 0.12%
+104,517
2
$539K 0.07%
23,567
-22,773
3
$355K 0.04%
+4,000