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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
51
$568K 0.43%
4,186
+130
52
$560K 0.42%
+17,080
53
$550K 0.42%
2,890
-126
54
$550K 0.42%
8,646
+142
55
$547K 0.41%
744
+18
56
$510K 0.39%
1,147
+148
57
$487K 0.37%
5,120
+118
58
$476K 0.36%
5,204
+42
59
$458K 0.35%
2,456
+2
60
$437K 0.33%
7,024
-988
61
$426K 0.32%
6,719
-798
62
$415K 0.31%
7,260
-97
63
$413K 0.31%
5,179
+28
64
$410K 0.31%
5,115
65
$405K 0.31%
3,380
+10
66
$396K 0.3%
2,810
+4
67
$382K 0.29%
7,962
+577
68
$380K 0.29%
3,341
+4
69
$378K 0.29%
1,146
+289
70
$368K 0.28%
1,515
+225
71
$357K 0.27%
7,230
+152
72
$348K 0.26%
2,968
73
$346K 0.26%
16,483
+806
74
$342K 0.26%
3,677
+100
75
$332K 0.25%
7,723
+134
1 2
3
4 5