OFS
Opus Financial Solutions Portfolio holdings
AUM
$106M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$106M
AUM Growth
–
Holding
103
Top Buys
| 1 | +$8.19M | |
| 2 | +$7.03M | |
| 3 | +$6.31M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$4.17M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
First Trust Senior Loan Fund ETF
FTSL
$2.27B
| $205K | 0.19% |
+4,460
|
|
||
102
iShares Cybersecurity and Tech ETF
IHAK
$701M
| $203K | 0.19% |
+4,218
|
|
||
103
BlackRock Corporate High Yield Fund
HYT
$1.45B
| $122K | 0.12% |
+13,695
|
|