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
$165M
AUM Growth
+$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Sells

1 +$910K
2 +$807K
3 +$655K
4
BABA icon
Alibaba
BABA
+$299K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$160K

Sector Composition

1 Technology 16.63%
2 Healthcare 14.32%
3 Communication Services 9.08%
4 Consumer Discretionary 6.95%
5 Financials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$8K ﹤0.01%
425
302
$8K ﹤0.01%
264
303
$8K ﹤0.01%
+43
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50
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$8K ﹤0.01%
+100
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$8K ﹤0.01%
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5
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$7K ﹤0.01%
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$6K ﹤0.01%
61
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$6K ﹤0.01%
+64
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$6K ﹤0.01%
+17
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$6K ﹤0.01%
+121
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$6K ﹤0.01%
+14