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
$166M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$4.77M
3
+$4.71M
4
STZ icon
Constellation Brands
STZ
+$4.58M
5
CVA
Covanta Holding Corporation
CVA
+$4.27M

Top Sells

1
+$4.71M
2
+$4.28M
3
+$3.28M
4
EOG icon
EOG Resources
EOG
+$3.15M
5
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$2.8M

Sector Composition

1 Industrials 26.99%
2 Consumer Discretionary 21.11%
3 Technology 9.51%
4 Communication Services 7.47%
5 Materials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
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