OIM

Opus Investment Management Portfolio holdings

AUM $150M
1-Year Est. Return 11.11%
This Quarter Est. Return
1 Year Est. Return
+11.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$278M
AUM Growth
+$1.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$343K
2
+$293K
3
+$165K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.18K

Top Sells

1
+$916K

Sector Composition

1 Utilities 18.19%
2 Financials 14.5%
3 Energy 7.54%
4 Healthcare 7.32%
5 Technology 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.22M 1.52%
71,800
27
$4.04M 1.45%
35,000
28
$3.96M 1.42%
35,400
29
$3.91M 1.4%
44,300
30
$3.47M 1.25%
20,000
31
$3.41M 1.23%
191,441
32
$3.33M 1.2%
116,150
33
$3.32M 1.19%
81,600
34
$3.28M 1.18%
108,100
35
$3.25M 1.17%
118,795
36
$3.22M 1.16%
298,300
37
$2.95M 1.06%
60,600
38
$2.86M 1.03%
78,000
39
$2.7M 0.97%
9,000
40
$2.63M 0.95%
101,000
41
$2.57M 0.92%
24,000
42
$2.5M 0.9%
95,200
43
$2.49M 0.89%
269,050
44
$2.4M 0.86%
25,200
45
$2.39M 0.86%
72,400
46
$2.35M 0.84%
60,400
47
$2.25M 0.81%
50,500
48
$2.24M 0.81%
10,100
49
$2.18M 0.78%
20,550
50
$1.89M 0.68%
109,560
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