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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
% of AUM
99.39%
Top 10 Holdings %
Top 10 Hldgs %
43.25%
Holding
103
New
103
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$8.19M |
| 2 |
Vanguard Total Bond Market
BND
|
+$7.03M |
| 3 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$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
$2.32B
| $205K | 0.19% |
+4,460
| New | +$204K |
|
102
iShares Cybersecurity and Tech ETF
IHAK
$993M
| $203K | 0.19% |
+4,218
| New | +$213K |
|
103
BlackRock Corporate High Yield Fund
HYT
$1.38B
| $122K | 0.12% |
+13,695
| New | +$128K |
|
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