We are live on ! Find out more
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
$281M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$676K
3
+$376K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$19.7K

Top Sells

1
+$96.7M
2
+$6.14M
3
+$5.94M
4
BLK icon
Blackrock
BLK
+$4.84M
5
GILD icon
Gilead Sciences
GILD
+$4.16M

Sector Composition

1 Utilities 19.34%
2 Financials 17.48%
3 Energy 8.37%
4 Healthcare 8.31%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,400
77
– –
-1,500
78
– –
-19,000
79
– –
-69,800
80
– –
-119,000
81
– –
-54,000
82
– –
-22,500
83
– –
-45,210
84
– –
-33,400
85
– –
-50,000
86
– –
-9,200
87
– –
-40,100
88
– –
-41,500
89
– –
-40,000
90
– –
-14,400
91
– –
-24,000
92
– –
-7,800
1 2 3
4