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
51
$490K 0.45%
7,455
+25
52
$468K 0.43%
5,174
+58
53
$468K 0.43%
4,996
+4
54
$466K 0.42%
4,057
+7
55
$455K 0.41%
8,502
+11
56
$454K 0.41%
8,385
+11
57
$396K 0.36%
8,507
-227
58
$383K 0.35%
+4,171
59
$379K 0.34%
15,126
+110
60
$375K 0.34%
7,329
+25
61
$375K 0.34%
7,420
-2,695
62
$370K 0.34%
5,107
+203
63
$355K 0.32%
11,507
+200
64
$346K 0.31%
5,028
65
$338K 0.31%
7,119
-2,628
66
$333K 0.3%
3,331
+8
67
$326K 0.3%
566
+11
68
$314K 0.28%
7,569
-133
69
$313K 0.28%
5,085
+8
70
$307K 0.28%
1,489
+23
71
$300K 0.27%
5,406
72
$295K 0.27%
12,510
+84
73
$289K 0.26%
3,538
74
$288K 0.26%
3,646
75
$279K 0.25%
2,990
1 2
3
4