OFG
Opulen Financial Group Portfolio holdings
AUM
$122M
This Quarter Return
+0.17%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.19%
Holding
87
New
87
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$13.4M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$13.4M |
| 3 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$6.69M |
| 4 |
Amazon
AMZN
|
$5.61M |
| 5 |
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% |
