OFG

Opulen Financial Group Portfolio holdings

AUM $132M
1-Year Est. Return 10.66%
This Quarter Est. Return
1 Year Est. Return
+10.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$77.6K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$569K
2
+$395K
3
+$383K
4
BSCU icon
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
+$261K
5
BSCY
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
+$214K

Top Sells

1
+$220K
2
+$215K
3
+$184K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$136K
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$136K

Sector Composition

1 Consumer Discretionary 4.46%
2 Technology 1.68%
3 Communication Services 0.79%
4 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$955K 0.87%
10,429
+280
27
$922K 0.84%
4,777
+59
28
$881K 0.8%
3,205
-95
29
$817K 0.74%
32,007
-2,358
30
$769K 0.7%
30,551
-42
31
$742K 0.67%
19,437
-68
32
$737K 0.67%
3,317
+1
33
$730K 0.66%
1,970
+2
34
$724K 0.66%
6,928
+149
35
$654K 0.59%
8,908
-333
36
$646K 0.59%
6,490
-131
37
$629K 0.57%
12,490
-89
38
$625K 0.57%
8,431
-8
39
$618K 0.56%
12,157
+555
40
$616K 0.56%
1,154
+47
41
$610K 0.55%
5,624
-132
42
$591K 0.54%
9,751
+866
43
$572K 0.52%
32,509
-565
44
$569K 0.52%
+21,145
45
$541K 0.49%
13,274
+1,913
46
$537K 0.49%
2,923
+7
47
$525K 0.48%
3,348
48
$506K 0.46%
1,347
+11
49
$503K 0.46%
16,306
+563
50
$492K 0.45%
3,073
-26
1
2
3 4