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
$129M
AUM Growth
-$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$4.34M
3
+$3.84M
4
RHI icon
Robert Half
RHI
+$3.7M
5
KSU
Kansas City Southern
KSU
+$3.68M

Top Sells

1
+$5.35M
2
+$4.25M
3
+$4.19M
4
SBUX icon
Starbucks
SBUX
+$3.93M
5
AL icon
Air Lease Corp
AL
+$3.71M

Sector Composition

1 Consumer Discretionary 19.94%
2 Industrials 17.36%
3 Technology 12.51%
4 Materials 9.88%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
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