EOCM

Energy Opportunities Capital Management Portfolio holdings

AUM $34.4M
1-Year Est. Return 54.23%
This Quarter Est. Return
1 Year Est. Return
+54.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
+$9.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$5.82M
3
+$5.72M
4
CTRA icon
Coterra Energy
CTRA
+$4.35M
5
PTEN icon
Patterson-UTI
PTEN
+$3.17M

Top Sells

1
+$9.35M
2
+$4.52M
3
+$3.45M
4
FSLR icon
First Solar
FSLR
+$2.81M
5
DVN icon
Devon Energy
DVN
+$2.46M

Sector Composition

1 Energy 84.26%
2 Materials 7.41%
3 Real Estate 2.11%
4 Industrials 1.8%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-149,152
52
– –
-97
1 2
3