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
326
$16.9K 0.01%
+561
327
$16.8K 0.01%
+300
328
$16.2K 0.01%
+455
329
$16.1K 0.01%
1,500
-10,000
330
$15.6K 0.01%
+80
331
$15.2K 0.01%
+329
332
$14.8K 0.01%
+337
333
$14.5K 0.01%
+80
334
$14.4K 0.01%
+247
335
$13.8K 0.01%
+335
336
$13.4K 0.01%
+186
337
$13.4K 0.01%
+274
338
$13.2K 0.01%
+325
339
$12.9K 0.01%
+32
340
$12.7K 0.01%
+1,000
341
$12.6K 0.01%
+300
342
$10.9K ﹤0.01%
+146
343
$10.9K ﹤0.01%
+120
344
$10.6K ﹤0.01%
+70
345
$10.5K ﹤0.01%
+181
346
$10.5K ﹤0.01%
+394
347
$10.2K ﹤0.01%
+169
348
$9.94K ﹤0.01%
+203
349
$9.56K ﹤0.01%
+200
350
$9.33K ﹤0.01%
+215
12 13
14
15 16