OFG
Opulen Financial Group Portfolio holdings
AUM
$122M
This Quarter Return
+7.06%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
+$122M
(+11%)
Cap. Flow
+$4.96M
Cap. Flow
% of AUM
4.07%
Top 10 Holdings %
Top 10 Hldgs %
49.56%
Holding
100
New
10
Increased
61
Reduced
28
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$597K |
| 2 |
Vanguard Value ETF
VTV
|
$434K |
| 3 |
Costco
COST
|
$379K |
| 4 |
NVIDIA
NVDA
|
$315K |
| 5 |
Schwab 1000 Index ETF
SCHK
|
$273K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$239K |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$171K |
| 3 |
MYCF
SPDR SSGA My2026 Corporate Bond ETF
MYCF
|
$122K |
| 4 |
iShares MSCI ACWI ex US ETF
ACWX
|
$103K |
| 5 |
SPDR S&P Kensho Clean Power ETF
CNRG
|
$67.5K |
Sector Composition
| 1 | Consumer Discretionary | 4.85% |
| 2 | Technology | 2.6% |
| 3 | Communication Services | 1.22% |
| 4 | Financials | 0.66% |
| 5 | Consumer Staples | 0.31% |
