EOCM

Energy Opportunities Capital Management Portfolio holdings

AUM $34.4M
1-Year Est. Return 54.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.2%
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 +$6.12M
2 +$5.94M
3 +$5.01M
4
CTRA icon
Coterra Energy
CTRA
+$4.22M
5
CRR
Carbo Ceramics Inc.
CRR
+$3.14M

Top Sells

1 +$9.44M
2 +$4.31M
3 +$3.45M
4
FSLR icon
First Solar
FSLR
+$2.81M
5
DVN icon
Devon Energy
DVN
+$2.27M

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
-57,972
52
-97