OIM

Opus Investment Management Portfolio holdings

AUM $164M
1-Year Est. Return 15.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.03%
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
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4