OCG

Opus Capital Group Portfolio holdings

AUM $923M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$49.1M
2 +$43.6M
3 +$40.8M
4
AHL
ASPEN Insurance Holding Limited
AHL
+$40.2M
5
PDS
Precision Drilling
PDS
+$40.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.6%
2 Industrials 21.05%
3 Energy 10.44%
4 Technology 8.96%
5 Materials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$262K 0.02%
+3,297
127
$214K 0.01%
+9,152
128
$89K 0.01%
+14,075