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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
$1.07B
AUM Growth
+$133M
Cap. Flow
-$933M
Cap. Flow %
-87.53%
Top 10 Hldgs %
60.09%
Holding
45
New
–
Increased
–
Reduced
–
Closed
1

Top Buys

No buys this quarter

Top Sells

1
P
Everpure Inc
P
+$488K

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
P
1
Everpure Inc
P
$25.6B
– –
-25,000
Closed -$488K

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