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
$155M
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$138K
2
+$53.5K
3
+$40.4K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$10.7K

Top Sells

No sells this quarter

Sector Composition

1 Utilities 16.65%
2 Technology 12.87%
3 Healthcare 11.98%
4 Consumer Staples 8.47%
5 Industrials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 1.25%
56,000
27
$1.66M 1.07%
32,678
28
$1.47M 0.95%
8,900
29
$1.45M 0.93%
4,200
30
$1.19M 0.77%
20,000
31
$1.18M 0.76%
1,500
32
$950K 0.61%
20,000
33
$934K 0.6%
2,000
34
$782K 0.51%
5,000
35
$629K 0.41%
1,150
36
$625K 0.4%
1,250
37
$460K 0.3%
7,185
38
$287K 0.19%
3,725
1
2