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OCM

Orion Capital Management Portfolio holdings

AUM $290M
1-Year Est. Return 17.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.97%
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 Buys

1
+$1.11M
2
+$1.06M
3
+$481K
4
BND icon
Vanguard Total Bond Market
BND
+$445K
5
DSTL icon
Distillate US Fundamental Stability & Value ETF
DSTL
+$430K

Top Sells

1
+$910K
2
+$809K
3
+$721K
4
BABA icon
Alibaba
BABA
+$362K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$163K

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
326
$6K ﹤0.01%
+64
327
$6K ﹤0.01%
+17
328
$6K ﹤0.01%
+121
329
$6K ﹤0.01%
+14
330
$5K ﹤0.01%
+80
331
$5K ﹤0.01%
+138
332
$5K ﹤0.01%
+38
333
$5K ﹤0.01%
100
334
$5K ﹤0.01%
+40
335
$5K ﹤0.01%
+46
336
$5K ﹤0.01%
+360
337
$5K ﹤0.01%
+58
338
$5K ﹤0.01%
187
339
$5K ﹤0.01%
+51
340
$5K ﹤0.01%
300
341
$4K ﹤0.01%
78
342
$4K ﹤0.01%
+56
343
$4K ﹤0.01%
+36
344
$4K ﹤0.01%
+110
345
$4K ﹤0.01%
80
346
$4K ﹤0.01%
+62
347
$4K ﹤0.01%
+39
348
$4K ﹤0.01%
455
349
$4K ﹤0.01%
11
350
$4K ﹤0.01%
+29
12 13
14
15 16