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
251
$39.7K 0.02%
+301
252
$39.4K 0.02%
+717
253
$39K 0.02%
+252
254
$38.8K 0.02%
+196
255
$38.7K 0.02%
+105
256
$38.4K 0.02%
+164
257
$38K 0.02%
+158
258
$37.8K 0.02%
+143
259
$37.4K 0.02%
+700
260
$37.2K 0.02%
+703
261
$36.9K 0.02%
+940
262
$36K 0.02%
+146
263
$35.9K 0.02%
+333
264
$35.1K 0.02%
+500
265
$35K 0.02%
+407
266
$34.7K 0.02%
+375
267
$34.4K 0.02%
+1,000
268
$34K 0.01%
+58
269
$33.9K 0.01%
+80
270
$33.6K 0.01%
+2,530
271
$33.5K 0.01%
+2,000
272
$32.8K 0.01%
+663
273
$32.6K 0.01%
+500
274
$30.1K 0.01%
+240
275
$30.1K 0.01%
+173
9 10
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