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OIM

Opus Investment Management Portfolio holdings

AUM $168M
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Utilities 16.71%
2 Technology 12.85%
3 Healthcare 12.66%
4 Consumer Staples 9.64%
5 Energy 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.85%
20,000
27
$1.37M 0.85%
8,900
28
$998K 0.62%
2,000
29
$776K 0.48%
5,000
1
2