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
$30.3M
AUM Growth
-$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 56.38%
2 Financials 43.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$17.1M 56.38%
1,249,188
2
$13.2M 43.62%
200,000