OFC FINANCIAL PLANNING, LLC
OFC FINANCIAL PLANNING, LLC runs OFC FINANCIAL PLANNING, LLC and currently holds 54 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $101.77M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. OFC FINANCIAL PLANNING, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, OFC FINANCIAL PLANNING, LLC's portfolio at OFC FINANCIAL PLANNING, LLC has delivered returns of +16.88%. Their 3-year annualized return is +11.55%. Looking at the 5-year horizon, OFC FINANCIAL PLANNING, LLC has achieved +11.55% annualized returns at OFC FINANCIAL PLANNING, LLC.
Portfolio Value
$101.77M
Alpha Score
11.2
#0 of 1000
Holdings
54
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|