We are live on ! Find out more
OFS

Opus Financial Solutions Portfolio holdings

AUM $106M
This Fund
S&P 500
This Quarter Est. Return
+1.85%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow %
99.39%
Top 10 Hldgs %
43.25%
Holding
103
New
103
Increased
–
Reduced
–
Closed
–

Top Buys

1
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$8.19M
2
BND icon
Vanguard Total Bond Market
BND
+$7.03M
3
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$6.31M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.17M
5
SCHY icon
Schwab International Dividend Equity ETF
SCHY
+$3.91M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.19%
2 Consumer Discretionary 2.32%
3 Communication Services 1.65%
4 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USMV icon
76
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$335K 0.32%
+3,556
New +$335K
SPHQ icon
77
Invesco S&P 500 Quality ETF
SPHQ
$19.8B
$332K 0.31%
+4,426
New +$329K
IJK icon
78
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$318K 0.3%
+3,280
New +$316K
EJAN icon
79
Innovator Emerging Markets Power Buffer ETF January
EJAN
$144M
$307K 0.29%
+9,084
New +$304K
TJUL icon
80
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$130M
$303K 0.29%
+10,246
New +$302K
EDIV icon
81
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.22B
$282K 0.27%
+7,210
New +$280K
BSMR icon
82
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$345M
$282K 0.27%
+11,924
New +$282K
FELG icon
83
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.59B
$281K 0.27%
+6,738
New +$280K
JPM icon
84
JPMorgan Chase
JPM
$896B
$275K 0.26%
+852
New +$264K
KAPR icon
85
Innovator US Small Cap Power Buffer ETF April
KAPR
$214M
$264K 0.25%
+7,502
New +$260K
NSEP
86
Innovator Growth-100 Power Buffer ETF - September
NSEP
$36.8M
$262K 0.25%
+8,965
New +$260K
VOE icon
87
Vanguard Mid-Cap Value ETF
VOE
$23.5B
$261K 0.25%
+1,469
New +$257K
NJUL icon
88
Innovator Growth-100 Power Buffer ETF July
NJUL
$238M
$259K 0.24%
+3,562
New +$256K
VCSH icon
89
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.6B
$251K 0.24%
+3,142
New +$251K
DFAI
90
DELISTED
Dimensional International Core Equity Market ETF
DFAI
$230K 0.22%
+6,039
New +$224K
DFAS icon
91
Dimensional US Small Cap ETF
DFAS
$15B
$227K 0.21%
+3,257
New +$225K
IDEC icon
92
Innovator International Developed Power Buffer ETF December
IDEC
$42M
$225K 0.21%
+6,975
New +$221K
DFAU icon
93
Dimensional US Core Equity Market ETF
DFAU
$12.4B
$224K 0.21%
+4,787
New +$222K
VTEB icon
94
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.7B
$220K 0.21%
+4,374
New +$220K
SPLV icon
95
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$219K 0.21%
+3,067
New +$221K
NAUG
96
Innovator Growth-100 Power Buffer ETF - August
NAUG
$41.3M
$214K 0.2%
+7,230
New +$211K
PJUL icon
97
Innovator US Equity Power Buffer ETF July
PJUL
$1.11B
$210K 0.2%
+4,530
New +$208K
DEXC
98
Dimensional Emerging Markets ex China Core Equity ETF
DEXC
$323M
$207K 0.2%
+3,414
New +$201K
PANW icon
99
Palo Alto Networks
PANW
$269B
$206K 0.19%
+1,120
New +$226K
CRWD icon
100
CrowdStrike
CRWD
$191B
$206K 0.19%
+1,760
New +$224K
1 2 3
4
5

Similar funds

RMF
Red Mountain Financial Fort Collins, Colorado $106M AUM 20.08% 1-Year Est. Return
TFA
TandemGrowth Financial Advisors Alpharetta, Georgia $106M AUM
WCM
Wildcat Capital Management New York $106M AUM 0.1% 1-Year Est. Return
PWA
Portus Wealth Advisors Charlotte, North Carolina $106M AUM
MFG
Mann Financial Group Detroit Lakes, Minnesota $106M AUM
RTC
Real Talk Capital Franklin, Tennessee $106M AUM 15.38% 1-Year Est. Return
MCRM
Midway Capital Research & Management Chicago, Illinois $106M AUM
AFC
Alpine Fox Capital Las Vegas, Nevada $106M AUM