OCM

Orion Capital Management Portfolio holdings

AUM $287M
1-Year Est. Return 18.05%
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.21M
3
+$1.53M
4
TSLA icon
Tesla
TSLA
+$1.2M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$430K

Top Sells

1
+$1.04M
2
+$693K
3
+$548K
4
NVDA icon
NVIDIA
NVDA
+$461K
5
AMN icon
AMN Healthcare
AMN
+$304K

Sector Composition

1 Technology 15.01%
2 Healthcare 6.06%
3 Consumer Discretionary 5.92%
4 Communication Services 5.01%
5 Financials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$90.4K 0.04%
+850
177
$89.9K 0.04%
+235
178
$89.5K 0.04%
+1,512
179
$89.4K 0.04%
+184
180
$88K 0.04%
+248
181
$87.7K 0.04%
+1,550
182
$87.3K 0.04%
+804
183
$87.1K 0.04%
+700
184
$86.4K 0.04%
+413
185
$86.2K 0.04%
+252
186
$86.1K 0.04%
+3,464
187
$84.7K 0.04%
+243
188
$84.5K 0.04%
+1,300
189
$84K 0.04%
38,000
-31,800
190
$82.3K 0.04%
+807
191
$82.1K 0.04%
+144
192
$80.5K 0.04%
+1,112
193
$79.5K 0.03%
+4,298
194
$78.3K 0.03%
+1,658
195
$77.9K 0.03%
+346
196
$76.5K 0.03%
+872
197
$76.4K 0.03%
+2,155
198
$75.6K 0.03%
+416
199
$74.1K 0.03%
+3,800
200
$74K 0.03%
+2,770
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