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OFG
OTA Financial Group Portfolio holdings
AUM
$143M
1-Year Est. Return
16.9%
This Fund
S&P 500
This Quarter
Est. Return
+10.74%
1 Year Est. Return
+16.9%
3 Year Est. Return
+319.94%
5 Year Est. Return
+374.97%
10 Year Est. Return
–
AUM
$110M
AUM Growth
-$20.6M
(-16%)
Cap. Flow
-$27.4M
Cap. Flow
% of AUM
-24.83%
Top 10 Holdings %
Top 10 Hldgs %
76.14%
Holding
100
New
29
Increased
7
Reduced
10
Closed
54
Top Buys
Top Sells
Sector Composition
| 1 | Materials | 10.31% |
| 2 | Consumer Discretionary | 9.19% |
| 3 | Energy | 7.55% |
| 4 | Financials | 4.07% |
| 5 | Real Estate | 2.3% |
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