OFG
OTA Financial Group Portfolio holdings
AUM
$137M
This Quarter Return
+2.11%
1 Year Return
+16.01%
3 Year Return
+311.1%
5 Year Return
+364.77%
10 Year Return
–
AUM
$186M
AUM Growth
+$186M
(+34%)
Cap. Flow
+$46M
Cap. Flow
% of AUM
24.67%
Top 10 Holdings %
Top 10 Hldgs %
74.95%
Holding
109
New
35
Increased
10
Reduced
16
Closed
48
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 5.23% |
| 2 | Energy | 3.34% |
| 3 | Utilities | 3.07% |
| 4 | Communication Services | 2.13% |
| 5 | Real Estate | 1.59% |