OFG

Opulen Financial Group Portfolio holdings

AUM $122M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.4M
3
+$6.69M
4
AMZN icon
Amazon
AMZN
+$5.61M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.92M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 5.66%
2 Technology 1.97%
3 Communication Services 0.73%
4 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$264K 0.24%
+3,646
77
$263K 0.24%
+2,492
78
$247K 0.22%
+1,194
79
$240K 0.22%
+2,262
80
$239K 0.22%
+9,264
81
$223K 0.2%
+3,192
82
$220K 0.2%
+567
83
$215K 0.2%
+649
84
$215K 0.2%
+8,564
85
$214K 0.19%
+9,415
86
$203K 0.18%
+8,684
87
$36.2K 0.03%
+1,346
1 2 3
4