USO

Union Square Opportunity Portfolio holdings

AUM $5.73M
1-Year Est. Return 56.81%
This Quarter Est. Return
1 Year Est. Return
-56.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.73M
AUM Growth
-$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$1.91M

Sector Composition

1 Financials 63.79%
2 Consumer Discretionary 36.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LC icon
1
LendingClub
LC
$2.12B
$3.65M 63.79%
170,000
ETSY icon
2
Etsy
ETSY
$5.66B
$2.08M 36.21%
216,400
-199,600