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
301
$22.8K 0.01%
+600
302
$22.5K 0.01%
+227
303
$22.5K 0.01%
+615
304
$22.2K 0.01%
+97
305
$21.9K 0.01%
+371
306
$20.9K 0.01%
+118
307
$20.9K 0.01%
+43
308
$20.8K 0.01%
+420
309
$20.5K 0.01%
+400
310
$20.3K 0.01%
+600
311
$19.7K 0.01%
+100
312
$19.7K 0.01%
+864
313
$19.3K 0.01%
+400
314
$19.1K 0.01%
+823
315
$18.9K 0.01%
+310
316
$18.6K 0.01%
+369
317
$18.5K 0.01%
+470
318
$18.4K 0.01%
+700
319
$18.4K 0.01%
+401
320
$18.4K 0.01%
+235
321
$18K 0.01%
+1,000
322
$18K 0.01%
+1,000
323
$17.7K 0.01%
+61
324
$17.4K 0.01%
+40
325
$17.2K 0.01%
+200