OFG
OTA Financial Group Portfolio holdings
AUM
$137M
This Quarter Return
+1.58%
1 Year Return
+16.01%
3 Year Return
+311.1%
5 Year Return
+364.77%
10 Year Return
–
AUM
$160K
AUM Growth
+$160K
(-11%)
Cap. Flow
-$38.2K
Cap. Flow
% of AUM
-23.94%
Top 10 Holdings %
Top 10 Hldgs %
66.83%
Holding
162
New
91
Increased
10
Reduced
13
Closed
48
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 7.97% |
| 2 | Energy | 7% |
| 3 | Communication Services | 1.14% |
| 4 | Real Estate | 0.82% |
| 5 | Technology | 0.82% |