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
76
$268K 0.24%
741
+1
77
$267K 0.24%
9,426
+11
78
$266K 0.24%
2,698
+206
79
$251K 0.23%
6,543
+12
80
$242K 0.22%
1,195
+1
81
$239K 0.22%
3,193
+1
82
$236K 0.21%
9,337
+73
83
$234K 0.21%
904
-71
84
$220K 0.2%
2,280
+18
85
$214K 0.19%
+10,465
86
$212K 0.19%
8,633
+69
87
$210K 0.19%
+9,254
88
$208K 0.19%
+9,645
89
$202K 0.18%
8,736
+52
90
$200K 0.18%
+8,512
91
– –
-649
92
– –
-567
93
– –
-1,346
1 2 3
4