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
$299M
AUM Growth
+$581K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$15.6M
3
+$5.37M
4
SMP icon
Standard Motor Products
SMP
+$1.68M
5
AX icon
Axos Financial
AX
+$431K

Top Sells

1
+$12.9M
2
+$8.67M
3
+$8.26M
4
ENVA icon
Enova International
ENVA
+$6.07M
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
– –
-2,666
52
– –
-1,445
53
– –
-18,183
54
– –
-263,064
55
– –
-158,644
1 2
3