OCM
Orion Capital Management Portfolio holdings
AUM
$287M
1-Year Est. Return
18.05%
1 Year Est. Return
+18.05%
AUM
$262M
AUM Growth
+$25.1M
(+11%)
Holding
479
Top Buys
| 1 | +$3.08M | |
| 2 | +$2.25M | |
| 3 | +$1.61M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.49M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$833K |
Top Sells
| 1 | +$516K | |
| 2 | +$460K | |
| 3 | +$374K | |
| 4 |
Invesco Short Term Treasury ETF
TBLL
|
+$374K |
| 5 |
Microsoft
MSFT
|
+$303K |
Sector Composition
| 1 | Technology | 13.56% |
| 2 | Healthcare | 5.91% |
| 3 | Consumer Discretionary | 4.91% |
| 4 | Financials | 4.65% |
| 5 | Communication Services | 4.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Occidental Petroleum
OXY
$42.1B
| – | – |
-420
|
|
||
|
477
Invesco Short Term Treasury ETF
TBLL
$2.22B
| – | – |
-3,541
|
|
||
478
Wynn Resorts
WYNN
$12.6B
| – | – |
-200
|
|
||
|
ML
479
DELISTED
MoneyLion Inc.
ML
| – | – |
-1,106
|
|