OCM

Orion Capital Management Portfolio holdings

AUM $296M
1-Year Est. Return 17.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$4.06M
3
+$1.28M
4
ABBV icon
AbbVie
ABBV
+$1.01M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$880K

Top Sells

1
+$3.19M
2
+$842K
3
+$429K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$315K
5
UNH icon
UnitedHealth
UNH
+$266K

Sector Composition

1 Technology 13.39%
2 Healthcare 6.44%
3 Consumer Discretionary 5.13%
4 Financials 4.28%
5 Communication Services 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
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