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
351
$9.21K ﹤0.01%
+131
352
$9.02K ﹤0.01%
+50
353
$9K ﹤0.01%
+348
354
$8.89K ﹤0.01%
+408
355
$8.79K ﹤0.01%
+180
356
$8.54K ﹤0.01%
+149
357
$8.14K ﹤0.01%
+135
358
$8.08K ﹤0.01%
+2,000
359
$7.87K ﹤0.01%
+1,000
360
$7.68K ﹤0.01%
+40
361
$7.51K ﹤0.01%
+257
362
$7.28K ﹤0.01%
+251
363
$7.2K ﹤0.01%
+248
364
$7.17K ﹤0.01%
+191
365
$7.16K ﹤0.01%
+100
366
$7.03K ﹤0.01%
+12
367
$6.6K ﹤0.01%
+99
368
$6.48K ﹤0.01%
+235
369
$6.3K ﹤0.01%
3,000
-10,300
370
$6.24K ﹤0.01%
+511
371
$6.22K ﹤0.01%
+57
372
$6.21K ﹤0.01%
+25
373
$5.91K ﹤0.01%
+20
374
$5.9K ﹤0.01%
+134
375
$5.77K ﹤0.01%
+80
13 14
15
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