OCM

Orion Capital Management Portfolio holdings

AUM $262M
1-Year Est. Return 15.26%
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Sells

1 +$1M
2 +$956K
3 +$933K
4
ORLY icon
O'Reilly Automotive
ORLY
+$886K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$701K

Sector Composition

1 Technology 15.36%
2 Healthcare 10.02%
3 Consumer Discretionary 5.34%
4 Communication Services 5.26%
5 Financials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$516 ﹤0.01%
+7
477
$514 ﹤0.01%
+9
478
$507 ﹤0.01%
+10
479
$478 ﹤0.01%
+9
480
$454 ﹤0.01%
+750
481
$393 ﹤0.01%
+2
482
$389 ﹤0.01%
+11
483
$370 ﹤0.01%
+10
484
$370 ﹤0.01%
+20
485
$305 ﹤0.01%
+2
486
$252 ﹤0.01%
+5
487
$229 ﹤0.01%
+4
488
$174 ﹤0.01%
+20
489
$38 ﹤0.01%
+1
490
-9,960
491
-10,200