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Home > Institutional Investor > Opus Capital Group, Llc > Profile

Instuitional Investor - Opus Capital Group, Llc

Fund Profile
Filing Period:
Fund Name: Opus Capital Group, Llc
Portfolio Value $615,349
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
 264,065 $115,343 18.74%
2.
Schwab Strategic Trust
 FNDF 1,083,953 $40,063 6.51%
3.
Ishares Trust
 IEF 336,925 $36,472 5.92%
4.
Vanguard Whitehall Funds
 299,026 $33,380 5.42%
5.
Vanguard Scottsdale Funds
 519,010 $30,788 5%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)