OCG

Opus Capital Group Portfolio holdings

AUM $835M
1-Year Est. Return 10.02%
This Quarter Est. Return
1 Year Est. Return
+10.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$800M
AUM Growth
+$98.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 2.82%
2 Healthcare 1.32%
3 Technology 1.23%
4 Consumer Discretionary 1%
5 Financials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-232,653
127
-5,841
128
-40,596