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OFG

Opulen Financial Group Portfolio holdings

AUM $142M
1-Year Est. Return 14.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$545K
2
+$424K
3
+$424K
4
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$385K
5
BSCX icon
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
+$354K

Top Sells

1
+$379K
2
+$375K
3
+$227K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$212K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$178K

Sector Composition

1 Consumer Discretionary 4.59%
2 Technology 2.92%
3 Communication Services 1.42%
4 Financials 0.39%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.9%
6,234
+29
27
$1.16M 0.88%
4,543
+587
28
$1.12M 0.85%
26,973
-679
29
$1.07M 0.81%
10,212
+58
30
$1.03M 0.78%
3,132
+24
31
$985K 0.75%
1,901
+65
32
$976K 0.74%
30,386
+84
33
$964K 0.73%
12,066
-144
34
$917K 0.69%
10,889
-466
35
$829K 0.63%
6,978
+50
36
$828K 0.63%
32,044
-286
37
$785K 0.6%
16,916
-1,372
38
$751K 0.57%
29,339
-785
39
$749K 0.57%
16,168
+60
40
$738K 0.56%
12,315
+78
41
$736K 0.56%
7,395
+201
42
$697K 0.53%
9,369
+377
43
$695K 0.53%
1,167
+5
44
$689K 0.52%
9,651
+75
45
$609K 0.46%
16,042
+23
46
$600K 0.45%
32,888
+70
47
$600K 0.45%
2,937
+13
48
$594K 0.45%
7,152
-997
49
$588K 0.45%
7,499
+22
50
$575K 0.44%
3,356
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