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OCG

Opus Capital Group Portfolio holdings

AUM $930M
1-Year Est. Return 16.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.14%
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 Industrials 23.7%
2 Financials 23.6%
3 Technology 8.96%
4 Materials 8.04%
5 Energy 7.79%
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