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
376
$5.73K ﹤0.01%
+57
377
$5.72K ﹤0.01%
+20
378
$5.71K ﹤0.01%
+80
379
$5.58K ﹤0.01%
+40
380
$5.53K ﹤0.01%
+40
381
$5.51K ﹤0.01%
+42
382
$5.27K ﹤0.01%
+97
383
$5.26K ﹤0.01%
+372
384
$5.23K ﹤0.01%
+30
385
$5.14K ﹤0.01%
+258
386
$5.12K ﹤0.01%
+22
387
$5.09K ﹤0.01%
+8
388
$5.06K ﹤0.01%
+26
389
$5K ﹤0.01%
+88
390
$4.8K ﹤0.01%
+13
391
$4.79K ﹤0.01%
+20
392
$4.74K ﹤0.01%
+70
393
$4.73K ﹤0.01%
+63
394
$4.69K ﹤0.01%
+50
395
$4.66K ﹤0.01%
+9
396
$4.61K ﹤0.01%
+70
397
$4.56K ﹤0.01%
+76
398
$4.54K ﹤0.01%
+171
399
$4.5K ﹤0.01%
+50
400
$4.43K ﹤0.01%
+78
14 15
16
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