OFG
OTA Financial Group Portfolio holdings
AUM
$137M
1-Year Est. Return
16.9%
This Fund
S&P 500
1 Year Est. Return
+16.9%
AUM
$178M
AUM Growth
+$28M
(+19%)
Holding
87
Top Buys
| 1 | +$28.3M | |
| 2 | +$6.08M | |
| 3 | +$5.09M | |
| 4 |
AIG.WS
American International Group, Inc.
AIG.WS
|
+$4.59M |
| 5 |
COL
Rockwell Collins
COL
|
+$3.62M |
Top Sells
| 1 | +$17M | |
| 2 | +$5.61M | |
| 3 | +$3.14M | |
| 4 |
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
|
+$2.71M |
| 5 |
LVNTA
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
|
+$2.23M |
Sector Composition
| 1 | Communication Services | 5.19% |
| 2 | Financials | 2.55% |
| 3 | Consumer Staples | 1.62% |
| 4 | Consumer Discretionary | 1.41% |
| 5 | Technology | 1.28% |