OCM

Once Capital Management Portfolio holdings

AUM $397M
1-Year Est. Return 66.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$397M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$7.28M
2 +$906K
3 +$112K

Top Sells

1 +$126K
2 +$117K
3 +$98.6K
4
AMSC icon
American Superconductor
AMSC
+$95K
5
ASPI icon
ASP Isotopes
ASPI
+$92.4K

Sector Composition

1 Technology 72.8%
2 Industrials 11.46%
3 Consumer Discretionary 7.58%
4 Communication Services 5.87%
5 Materials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPCE icon
26
Virgin Galactic
SPCE
$178M
0
TEM
27
Tempus AI
TEM
$8.87B
-1,100