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
$1.08B
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1 +$326K
2 +$283K

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 0.03%
2 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$326K 0.03%
+5,767
2
$283K 0.03%
+4,366