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
$220M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$31.3M
2 +$5.61M
3 +$3.15M
4
NOW icon
ServiceNow
NOW
+$2.33M
5
MRVL icon
Marvell Technology
MRVL
+$1.98M

Top Sells

1 +$12M
2 +$5.35M
3 +$5.18M
4
TSLA icon
Tesla
TSLA
+$3.8M
5
RBLX icon
Roblox
RBLX
+$3.72M

Sector Composition

1 Technology 81.13%
2 Communication Services 9.74%
3 Consumer Discretionary 5.02%
4 Industrials 1.27%
5 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-20,800