OCM

Orchard Capital Management Portfolio holdings

AUM $90.4M
1-Year Est. Return 13.06%
This Quarter Est. Return
1 Year Est. Return
+13.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$581K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$6.82M
3
+$5.33M
4
SMP icon
Standard Motor Products
SMP
+$1.63M
5
AX icon
Axos Financial
AX
+$369K

Top Sells

1
+$12.9M
2
+$8.26M
3
+$7.6M
4
ENVA icon
Enova International
ENVA
+$5.95M
5
WAB icon
Wabtec
WAB
+$5.1M

Sector Composition

1 Financials 22.74%
2 Industrials 21.83%
3 Consumer Discretionary 15.9%
4 Communication Services 11.25%
5 Healthcare 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-18,183
52
– –
-2,896,980
53
– –
-3,365
54
– –
-2,666
55
– –
-263,064
1 2
3