OCM
Orion Capital Management Portfolio holdings
AUM
$262M
This Quarter Return
+2.25%
1 Year Return
+15.26%
3 Year Return
+72.67%
5 Year Return
–
10 Year Return
–
AUM
$165M
AUM Growth
+$165M
(+2.7%)
Cap. Flow
+$5.34M
Cap. Flow
% of AUM
3.24%
Top 10 Holdings %
Top 10 Hldgs %
35.18%
Holding
376
New
70
Increased
52
Reduced
35
Closed
6
Top Buys
| 1 |
Upstart Holdings
UPST
|
$1.79M |
| 2 |
AMRS
Amyris Inc.
AMRS
|
$1.01M |
| 3 |
NVIDIA
NVDA
|
$507K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$468K |
| 5 |
Vanguard Total Bond Market
BND
|
$441K |
Top Sells
| 1 |
HOME
At Home Group Inc.
HOME
|
$910K |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$807K |
| 3 |
Trade Desk
TTD
|
$655K |
| 4 |
Alibaba
BABA
|
$299K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$160K |
Sector Composition
| 1 | Technology | 16.63% |
| 2 | Healthcare | 14.32% |
| 3 | Communication Services | 9.08% |
| 4 | Consumer Discretionary | 6.95% |
| 5 | Financials | 6.75% |
