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
$933M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$488K

Top Sells

1
+$1.01M
2
+$539K
3
+$355K

Sector Composition

1 Technology 0.05%
2 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$488K 0.05%
+25,000
2
– –
-4,000
3
– –
-23,567
4
– –
-104,517