CO
Caldwell & Orkin Portfolio holdings
AUM
$90.2M
1-Year Est. Return
28.93%
1 Year Est. Return
+28.93%
AUM
$90.2M
AUM Growth
+$21.4M
(+31%)
Holding
78
Top Buys
| 1 | +$2.63M | |
| 2 | +$2.26M | |
| 3 | +$2.02M | |
| 4 |
Apple
AAPL
|
+$1.91M |
| 5 |
Caterpillar
CAT
|
+$1.66M |
Top Sells
| 1 | +$2.94M | |
| 2 | +$1.61M | |
| 3 | +$1.5M | |
| 4 |
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
|
+$1.49M |
| 5 |
Amazon
AMZN
|
+$1.24M |
Sector Composition
| 1 | Industrials | 25.62% |
| 2 | Consumer Discretionary | 15.58% |
| 3 | Financials | 15.35% |
| 4 | Technology | 11.69% |
| 5 | Real Estate | 4.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Zillow
ZG
$17.1B
| – | – |
0
|
|
||
|
GAP
77
The Gap Inc
GAP
$8.69B
| – | – |
-50,800
|
|
||
|
TWTR
78
DELISTED
Twitter, Inc.
TWTR
| – | – |
-18,900
|
|