OL
Orbitronix LP Portfolio holdings
AUM
$17.8M
This Quarter Return
+3.77%
1 Year Return
+8.67%
3 Year Return
-2.91%
5 Year Return
–
10 Year Return
–
AUM
$80.5M
AUM Growth
+$80.5M
(+24%)
Cap. Flow
+$11.8M
Cap. Flow
% of AUM
14.63%
Top 10 Holdings %
Top 10 Hldgs %
75.55%
Holding
95
New
13
Increased
5
Reduced
6
Closed
13
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$6.11M |
| 2 |
abrdn Physical Platinum Shares ETF
PPLT
|
$3.5M |
| 3 |
iShares China Large-Cap ETF
FXI
|
$1.92M |
| 4 |
IBM
IBM
|
$1.5M |
| 5 |
GE Aerospace
GE
|
$1.4M |
Top Sells
| 1 |
Cisco
CSCO
|
$1.27M |
| 2 |
SunCoke Energy
SXC
|
$1.02M |
| 3 |
Alcoa
AA
|
$934K |
| 4 |
SWC
Stillwater Mining Co
SWC
|
$806K |
| 5 |
Coeur Mining
CDE
|
$758K |
Sector Composition
| 1 | Technology | 14.11% |
| 2 | Energy | 6.92% |
| 3 | Financials | 2.95% |
| 4 | Healthcare | 2.83% |
| 5 | Industrials | 2.59% |
