OCM

Once Capital Management Portfolio holdings

AUM $368M
1-Year Est. Return 53.71%
This Quarter Est. Return
1 Year Est. Return
+53.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$2.74M
3
+$2.18M
4
SNOW icon
Snowflake
SNOW
+$1.62M
5
TSLA icon
Tesla
TSLA
+$1M

Top Sells

1
+$3.57M
2
+$1.95M
3
+$730K
4
MNTS icon
Momentus
MNTS
+$4.32K

Sector Composition

1 Technology 69.9%
2 Communication Services 12.61%
3 Consumer Discretionary 9.15%
4 Industrials 1.5%
5 Financials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-25,000
1
2