OCM

One Capital Management Portfolio holdings

AUM $2.88B
1-Year Est. Return 11.58%
This Quarter Est. Return
1 Year Est. Return
+11.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Sells

1 +$1.77M
2 +$606K
3 +$373K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$344K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$239K

Sector Composition

1 Healthcare 7.09%
2 Technology 5.48%
3 Financials 5.34%
4 Communication Services 3.32%
5 Energy 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$21K 0.01%
10,000
127
$15K ﹤0.01%
14,900
-7,400
128
-32,537
129
-4,821
130
-16,250