OCG
Opus Capital Group Portfolio holdings
AUM
$923M
1-Year Est. Return
14.72%
This Fund
S&P 500
1 Year Est. Return
+14.72%
AUM
$484M
AUM Growth
+$42.2M
(+9.6%)
Holding
112
Top Buys
| 1 | +$5.05M | |
| 2 | +$2.81M | |
| 3 | +$1.67M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.46M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.2M |
Top Sells
| 1 | +$1.62M | |
| 2 | +$956K | |
| 3 | +$298K | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$287K |
| 5 |
Honeywell
HON
|
+$222K |
Sector Composition
| 1 | Consumer Staples | 4.1% |
| 2 | Technology | 1.98% |
| 3 | Consumer Discretionary | 1.5% |
| 4 | Financials | 0.92% |
| 5 | Healthcare | 0.81% |