OCM

Orion Capital Management Portfolio holdings

AUM $262M
1-Year Est. Return 15.26%
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1 +$9.53M
2 +$8.73M
3 +$7.2M
4
AMZN icon
Amazon
AMZN
+$5.91M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.69%
2 Healthcare 14.18%
3 Communication Services 10.44%
4 Consumer Discretionary 7.62%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$9K 0.01%
+82
252
$8K 0.01%
+5
253
$8K 0.01%
+250
254
$8K 0.01%
+425
255
$8K 0.01%
+32
256
$7K 0.01%
+1,000
257
$7K 0.01%
+43
258
$7K 0.01%
+1,000
259
$6K ﹤0.01%
+61
260
$6K ﹤0.01%
+129
261
$6K ﹤0.01%
+48
262
$6K ﹤0.01%
+37
263
$6K ﹤0.01%
+1,600
264
$5K ﹤0.01%
+50
265
$5K ﹤0.01%
+187
266
$4K ﹤0.01%
+60
267
$4K ﹤0.01%
+161
268
$4K ﹤0.01%
+78
269
$4K ﹤0.01%
+170
270
$4K ﹤0.01%
+300
271
$3K ﹤0.01%
+40
272
$3K ﹤0.01%
+455
273
$3K ﹤0.01%
+100
274
$3K ﹤0.01%
+11
275
$3K ﹤0.01%
+13