OIM
Opus Investment Management Portfolio holdings
AUM
$150M
This Quarter Return
-6.38%
1 Year Return
+11.11%
3 Year Return
+31.94%
5 Year Return
+67.24%
10 Year Return
+126.36%
AUM
$429M
AUM Growth
+$429M
(-7.1%)
Cap. Flow
-$1.15M
Cap. Flow
% of AUM
-0.27%
Top 10 Holdings %
Top 10 Hldgs %
41.09%
Holding
92
New
–
Increased
3
Reduced
6
Closed
–
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$1.01M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$136K |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$115K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$995K |
| 2 |
NextEra Energy, Inc.
NEE
|
$627K |
| 3 |
OGE Energy
OGE
|
$503K |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$107K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$104K |
Sector Composition
| 1 | Utilities | 15.22% |
| 2 | Financials | 14.34% |
| 3 | Healthcare | 8.03% |
| 4 | Consumer Staples | 6.93% |
| 5 | Technology | 6.37% |
