CO

Caldwell & Orkin Portfolio holdings

AUM $90.2M
1-Year Est. Return 28.93%
This Quarter Est. Return
1 Year Est. Return
+28.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
-$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.33M
3
+$4.33M
4
MCK icon
McKesson
MCK
+$4.28M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.18M

Top Sells

1
+$6.74M
2
+$6.54M
3
+$5.71M
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$5.47M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$4.28M

Sector Composition

1 Consumer Discretionary 21.23%
2 Industrials 18.04%
3 Financials 12.2%
4 Communication Services 11.32%
5 Technology 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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90
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