OCM

Orion Capital Management Portfolio holdings

AUM $287M
1-Year Est. Return 18.05%
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.21M
3
+$1.53M
4
TSLA icon
Tesla
TSLA
+$1.2M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$430K

Top Sells

1
+$1.04M
2
+$693K
3
+$548K
4
NVDA icon
NVIDIA
NVDA
+$461K
5
AMN icon
AMN Healthcare
AMN
+$304K

Sector Composition

1 Technology 15.01%
2 Healthcare 6.06%
3 Consumer Discretionary 5.92%
4 Communication Services 5.01%
5 Financials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$56.3K 0.02%
+195
227
$53.9K 0.02%
+1,200
228
$52.9K 0.02%
+500
229
$52.1K 0.02%
+127
230
$51.9K 0.02%
+533
231
$51.7K 0.02%
+310
232
$51.2K 0.02%
+750
233
$49.7K 0.02%
+4,800
234
$49.3K 0.02%
+1,527
235
$49.2K 0.02%
+429
236
$49.1K 0.02%
+182
237
$49K 0.02%
6,000
-5,700
238
$47.5K 0.02%
+520
239
$46.9K 0.02%
+2,000
240
$46.2K 0.02%
9,000
-6,203
241
$46.2K 0.02%
+2,303
242
$45.8K 0.02%
+3,000
243
$43.6K 0.02%
+912
244
$43.3K 0.02%
+231
245
$42.2K 0.02%
+497
246
$41.8K 0.02%
+522
247
$41.7K 0.02%
+200
248
$41.3K 0.02%
+586
249
$41.2K 0.02%
+718
250
$40.9K 0.02%
+1,125
8 9
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