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
$10.7M
AUM Growth
-$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$3.63M

Sector Composition

1 Financials 66.1%
2 Consumer Discretionary 33.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LC icon
1
LendingClub
LC
$2.12B
$7.05M 66.1%
170,000
ETSY icon
2
Etsy
ETSY
$5.64B
$3.62M 33.9%
416,000
-416,795