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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% |
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