OCM

Orchard Capital Management Portfolio holdings

AUM $115M
1-Year Est. Return 21.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$6.72M
3
+$5.99M
4
EHAB icon
Enhabit
EHAB
+$4.47M
5
DBRG icon
DigitalBridge
DBRG
+$3.55M

Top Sells

1
+$7.15M
2
+$6.5M
3
+$5.51M
4
TBBK icon
The Bancorp
TBBK
+$5.51M
5
CMCO icon
Columbus McKinnon
CMCO
+$3.73M

Sector Composition

1 Financials 33.3%
2 Industrials 20.56%
3 Healthcare 13.09%
4 Consumer Discretionary 10.37%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$27.8K 0.01%
18,183
52
– –
-5,901
53
– –
-142,625
54
– –
-121,020
55
– –
-13,300
56
– –
-809,888
1 2
3