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
51
$1.79M 0.64%
21,000
52
$1.79M 0.64%
66,200
53
$1.73M 0.62%
37,500
54
$1.71M 0.62%
32,678
55
$1.7M 0.61%
5,000
56
$1.61M 0.58%
3,500
57
$1.51M 0.54%
62,337
+12,114
58
$1.49M 0.54%
28,800
59
$1.46M 0.52%
14,900
60
$1.35M 0.49%
8,900
61
$1.3M 0.47%
4,200
62
$1.24M 0.45%
39,100
63
$1.18M 0.42%
15,300
64
$1.04M 0.37%
1,500
65
$1.03M 0.37%
20,000
66
$753K 0.27%
9,000
67
$599K 0.22%
11,500
68
$599K 0.22%
1,470
69
$566K 0.2%
1,270
70
$534K 0.19%
7,200
71
$426K 0.15%
6,000
72
$370K 0.13%
6,000
73
$280K 0.1%
3,725
1 2
3