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
276
$29.9K 0.01%
+1,200
277
$29.9K 0.01%
+500
278
$29.8K 0.01%
+1,500
279
$29.6K 0.01%
+90
280
$29.2K 0.01%
+200
281
$28.3K 0.01%
+215
282
$28.2K 0.01%
+400
283
$28.1K 0.01%
+805
284
$27.8K 0.01%
+300
285
$27.4K 0.01%
+442
286
$27K 0.01%
+797
287
$26.9K 0.01%
+500
288
$26.8K 0.01%
+126
289
$25.8K 0.01%
+301
290
$25.4K 0.01%
+200
291
$25.2K 0.01%
+120
292
$25K 0.01%
+200
293
$24.8K 0.01%
+200
294
$24.5K 0.01%
+522
295
$24.3K 0.01%
+146
296
$24K 0.01%
+452
297
$23.5K 0.01%
+270
298
$23.3K 0.01%
+593
299
$23.3K 0.01%
+800
300
$22.9K 0.01%
+100