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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
76
$324K 0.25%
3,682
-20
77
$323K 0.24%
5,238
+140
78
$319K 0.24%
7,085
+523
79
$308K 0.23%
1,199
+3
80
$307K 0.23%
9,951
-637
81
$300K 0.23%
12,689
+90
82
$291K 0.22%
+9,083
83
$286K 0.22%
10,140
+508
84
$280K 0.21%
888
+158
85
$271K 0.21%
+1,112
86
$267K 0.2%
2,419
+70
87
$267K 0.2%
658
+75
88
$261K 0.2%
10,376
+117
89
$256K 0.19%
683
+26
90
$243K 0.18%
9,499
+79
91
$242K 0.18%
+7,718
92
$241K 0.18%
3,715
93
$236K 0.18%
3,211
+17
94
$229K 0.17%
456
-774
95
$229K 0.17%
2,072
+7
96
$223K 0.17%
2,386
-56
97
$219K 0.17%
2,987
+40
98
$219K 0.17%
8,782
+74
99
$218K 0.16%
+4,006
100
$216K 0.16%
9,364
+54
1 2 3
4
5