CO

Caldwell & Orkin Portfolio holdings

AUM $90.2M
1-Year Est. Return 37.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.46M
3
+$2.79M
4
EXPR
Express, Inc.
EXPR
+$2.4M
5
RRGB icon
Red Robin
RRGB
+$2.19M

Top Sells

1
+$4.61M
2
+$3.92M
3
+$3.63M
4
AMBA icon
Ambarella
AMBA
+$3.39M
5
DECK icon
Deckers Outdoor
DECK
+$3.23M

Sector Composition

1 Consumer Discretionary 30.26%
2 Industrials 14.78%
3 Technology 10.98%
4 Consumer Staples 9.56%
5 Communication Services 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
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