OFG
OTA Financial Group Portfolio holdings
AUM
$137M
This Quarter Return
-0.72%
1 Year Return
+16.01%
3 Year Return
+311.1%
5 Year Return
+364.77%
10 Year Return
–
AUM
$83M
AUM Growth
+$83M
(-7.6%)
Cap. Flow
-$2.82M
Cap. Flow
% of AUM
-3.4%
Top 10 Holdings %
Top 10 Hldgs %
63.09%
Holding
141
New
46
Increased
11
Reduced
12
Closed
70
Top Buys
Top Sells
| 1 |
WRI
Weingarten Realty Investors
WRI
|
$4.72M |
| 2 |
M&T Bank
MTB
|
$3.69M |
| 3 |
Payoneer
PAYO
|
$3.46M |
| 4 |
VER
VEREIT, Inc.
VER
|
$3.27M |
| 5 |
Mirion Technologies
MIR
|
$2.74M |
Sector Composition
| 1 | Financials | 12.7% |
| 2 | Industrials | 3.91% |
| 3 | Energy | 3% |
| 4 | Technology | 1.99% |
| 5 | Communication Services | 1.77% |
