OFG
OTA Financial Group Portfolio holdings
AUM
$137M
1-Year Return
16.01%
This Quarter Return
-3.71%
1 Year Return
+16.01%
3 Year Return
+311.1%
5 Year Return
+364.77%
10 Year Return
–
AUM
$75.4M
AUM Growth
–
Cap. Flow
+$75.4M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.36%
Holding
61
New
61
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 12.04% |
| 2 | Financials | 9.4% |
| 3 | Energy | 7.62% |
| 4 | Consumer Discretionary | 5.12% |
| 5 | Healthcare | 4.45% |
