OCM
Orion Capital Management Portfolio holdings
AUM
$262M
This Quarter Return
+13.93%
1 Year Return
+15.26%
3 Year Return
+72.67%
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
–
Cap. Flow
+$135M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.22%
Holding
296
New
295
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$9.53M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$8.73M |
| 3 |
Trade Desk
TTD
|
$7.2M |
| 4 |
Amazon
AMZN
|
$5.91M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$4.09M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 17.69% |
| 2 | Healthcare | 14.18% |
| 3 | Communication Services | 10.44% |
| 4 | Consumer Discretionary | 7.62% |
| 5 | Financials | 6.04% |
