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
426
$2.3K ﹤0.01%
+36
427
$2.22K ﹤0.01%
+50
428
$2.19K ﹤0.01%
+49
429
$2.17K ﹤0.01%
+24
430
$2.1K ﹤0.01%
+560
431
$2.04K ﹤0.01%
+12
432
$1.99K ﹤0.01%
+7
433
$1.86K ﹤0.01%
+100
434
$1.84K ﹤0.01%
+35
435
$1.8K ﹤0.01%
+178
436
$1.76K ﹤0.01%
+14
437
$1.59K ﹤0.01%
+36
438
$1.52K ﹤0.01%
+48
439
$1.45K ﹤0.01%
+20
440
$1.39K ﹤0.01%
+11
441
$1.28K ﹤0.01%
+11
442
$1.25K ﹤0.01%
+42
443
$1.15K ﹤0.01%
+14
444
$1.05K ﹤0.01%
+41
445
$1.02K ﹤0.01%
+3
446
$947 ﹤0.01%
+19
447
$923 ﹤0.01%
+5
448
$901 ﹤0.01%
+26
449
$841 ﹤0.01%
+4
450
$718 ﹤0.01%
+9
15 16 17
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